CHEAPER PREMIUMS ON LIFE INSURANCE * – WITH NO UNDERWRITING!
This is one of the most unbelievable offers we have ever seen!
One of our preferred insurers, Perpetual, for a limited time will transfer existing ife, total and permanent disablement, and income protection policies, without the need for underwriting.
This means for most people no medical or blood tests and no need for you to complete pages and pages of onerous paperwork. We have found that Perpetual’s premiums are approximately 20% cheaper than most of our client’s existing policies.
This offer can be of substantial benefit in the following situations:
- Older clients whose premiums are rising significantly on an annual basis
- Clients who are effectively locked into expensive policies because they have had health issues in the past.
- Clients who have retained existing policies because they do not wish to go through the underwriting process.
To be eligible to transfer your insurance policy, you need to meet a very simple set of criteria. In particular, you need to have a super fund, be under age 65, and have existing cover of $1,000,000 or less...it’s that easy!
If you think you would benefit from transferring your insurance policy, please do not hesitate to call us on (08) 8362 0466. Alternatively, you can simply email a copy of your existing policy to Helga Baxter at finplan@crosbydalwood.com.au.
See how much you could be saving.
* Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member of the Financial Planning Association of Australia Limited
