Financial Health Check
In line with our mission to better serve our customers, we offer you to conduct a fact-finding exercise which consist of collecting useful information in order to better assess your protection and savings needs in the short-term, medium term and long-term.
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Market Comparison
This is about market comparison of the same product. Based on our long experience of the insurance market, we will assess the different offerings of the market each type a request is tendered to us and we will display the key features before making our recommendation to you.
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Negotiation
Whenever required we shall negotiate for you with the insurers concerned in order to obtain the best possible deal at the best possible price.
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Bridge the Gap
The Fact Find will show the cover you require and the cover already arranged. The difference between the two will represent the gap. Our tasks will be to propose you the arrangements which will bridge the gap but if this is not possible, we will strive to reduce the gap as much as possible.
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Subscription Formalities
Whether you wish to subscribe to a new insurance policy or whether you have to renew an existing one, we will facilitate the process by getting directly involved.
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