Key Man Insurance

You may need to protect your business against the loss of the tech guru, the super administrator or the start salesman; revenue has to be replaced if the worst happens.

Fact Find
Goals
Aspirations
Income
Assets
Liabilities
Commitments
Dependents
Investment experience
Existing arrangements
Research
Risk Profile
Tax position
Market choice
Costs
Suitability
Summarise
Recommend
Implement
Review
Assess market position
Monitor fund performance
Review progress towards objectives
Check safety net
Use available tax allowances