75point3 - Personal Protection

Initial meeting Analysis of your situation • We offer the choice of a secure online video call, face to face meeting or a phone call with one of our experienced Protection Advisers. • We’ll explain our professional service including a summary of our charges. • We are legally required to undertake a Personal Information Check and will ask you to provide a number of personal identity documents. • You may be required to sign Information Agreements to allow us to access details of any current policies you may have. • Your Adviser will go through a Fact Find with you and ask you a series of questions to help determine which type of protection solutions may be suitable for you. • We’ll ask about your earnings, expenditure, employment benefits, existing protection policies and your current state of health. • We may also discuss the potential use of Trusts to ascertain if they are suitable for your needs. • By exploring your personal, lifestyle and financial goals and objectives we’ll be able to understand your protection needs for you and your family. 1 2