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Personal Risk Insurances 


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I-Protect Insurance offers an Industry-leading suite of Personal Risk Insurance products that have been designed to enhance the service offering of Accounting and Finance Broking Practices.  Consider the following attributes and compare them to what else is being offered in the market:
  • Life, TPD, Critical Illness (Trauma), and Income Protection
  • No need for additional qualifications or changes to your PI Insurance
  • We take care of the entire fulfilment process and there is no 'hard sell'
  • You own the Client and they are not being 'entangled' by the big Banks
  • Simple Referral Programme that is easily embedded into your Practice
  • Opportunity to up-skill and be appointed as a Personal Insurance Adviser for higher revenue share
  • Products consistently rated by independent agencies as "Excellent Value"
  • Market-leading revenue share with up-front and renewal component
  • Can be offered independently of any loan transaction
  • Available inside superannuation for tax or cash flow advantages
  • Leading technology facilitates an enhanced underwriting experience (following standard Client Needs Analysis and Limited Statement of Advice Process):
  • 25 minute phone interview - no need for personal attendance
  • 15% of policies in force at the end of the phone consultation
  • 70% further in force within 3 days following additional tele-underwriting
  • Only 15% require medical reports or assessments
  • Compare the above with the industry average of 6 to 8 weeks to complete the process
 

 

 

MORE INFORMATION CLICK HERE

 

YOUR CHOICE:

  • Referral System
  • Insurance Adviser under our AFSL
  • Financial Planner under our AFSL
     
     
     

CLICK HERE for an Information Sheet

 

 

 

 

I-Protect Insurance is a registered business name of I-Plan Financial Planning Pty Ltd, a wholly-owned subsidiary of the I-Financial Group, and an authorised representative of HNW Planning Pty Ltd, AFSL 225216 (ABN 42 083 745 055 )

 

                 
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