Services – TP Insurance Services

Importance of Wealth Protection

When most people think of wealth advice, the majority often concentrate on investment strategies. These are very important because they create wealth and enable us to achieve our goals throughout life. However, equally important are defensive strategies.

Advice

After reviewing your personal, medical and financial position, we can provide advice on the type of cover to protect you, your family and your business.

Research

We research and advise on the most suitable product from an extensive range of insurers.

Implementation

We will facilitate the processing of the applications and keep you informed of the progress. We co-ordinate the medical and financial underwriting and negotiate with the underwriter on your behalf.

Claims Management

We have established relationships with claim assessors at the major insurance companies. This enables us to negotiate terms and to ensure efficiency during this process.

Review Service

We offer access to a review when requested. This would be ideal if there has been a significant change to your medical, financial or personal situation.