Viewing entries tagged with 'life insurance'
If you need life insurance, it is important to know how much and what kind you need. Although generally renewable term insurance is sufficient for some people, you have to look at your own situation. As with investing, educating yourself is essential to making the right choice.
This survey, conducted by Adviser Ratings, attempted to provide insight into insurance claims by surveying those at the coal face of the claims process - financial and risk advisers. Advisers were also asked to rate and comment on group life and direct life policies, given many clients seek advice in relation to these insurers and their policies.
This month in our 'Do I need risk insurance?' series we meet a middle-income earning family living on a farm in rural NSW.
This month in our 'Do I need risk insurance?' series we meet two small-business owners.
This month in our 'Do I need risk insurance?' series we meet Dr Chris Turner.
This month in our 'Do I need risk insurance?' series we meet the Chens.
This year we are introducing a new series called ‘Do I need risk insurance?’ It will focus on what insurance different people may need at different stages of their life. Each month we will look at a particular demographic and discuss why insurance may be useful for them. We hope this helps you understand what insurance could be relevant for you.
We want to introduce you to the different teams we have across the country, so this week we start with our Melbourne team.
The team at AFRM Melbourne consists of advisers Rob Vitnell and Chris Wlodarczyk, as well as Huy Pham who has recently joined AFRM as an Associate Adviser. Advisers spend the majority of their time meeting with new and existing clients and preparing appropriate advice based on their requirements. Both Rob and Chris consult with various centres of influence to provide their clients sound advice and continue to work on building this network in Melbourne and greater Victoria. Rob, Chris and Huy provide advice to individuals and businesses whilst Rob continues to develop AFRM’s specialisation in SMEs and Business Succession advice.