Introduction to Protection

It is quite natural for most people to want to make sure their families (and themselves) are going to be financially secure in the event of loss of income, illness or worse.

But with the usual pulls and pushes of daily life, it is all too easy to forget to deal with these considerations.

“I’ll sort it out soon - maybe next week” is a common response.

This is quite an understandable reaction because of the wide variety of different kinds of protection policies available which can appear bewildering and confusing.

Questions such as “what type of cover should I have for myself and my family?” or “what is the correct level of cover?” need the experienced, professional eye of a Financial Adviser to help you understand this complex and wide-ranging subject, and to guide you towards making the right decisions based on your own circumstances.

Financial Protection can include a very broad spectrum, and you might wish to consider protection cover for:

• Your home and its contents
• Yourself
• Your partner or spouse
• Your family
• Your income, or the income of other family members
• Your health and the health of your family

There are so many different products and providers, and not all of them may be suitable for you and your family.

Our role is to guide you through the options available, identifying the most appropriate mix of protection cover for you and your loved ones.

PROTECTION ENQUIRY FORM

TitleMrMrsMissMs

Best time to call - Please SelectMorningAfternoonEvening

Your Address

Cover Required

Life cover productTermMortgage ProtectionWhole of LifeFamily Income Benefit

Renewable

Premium typeGuaranteedReviewable

Premium frequencyMonthly PremiumAnnual Premium

I would like to include critical illness

Lives Assured

Cover TypeSingle LifeJoint Life

1st Life Assured

Previous health problemsYesNo

SexMaleFemale

SmokerYesNo

2nd Life Assured

Previous health problemsYesNo

SexMaleFemale

SmokerYesNo

Marketing Information

How did you hear about usSearch EngineExisting ClientFrom FriendSaw AdvertisementOther

Sensitive Personal Data

We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on protection or mortgages products.

If you consent to us obtaining your sensitive personal data from third parties referred to above for the purpose of providing you with the services, and sharing it with third party providers and Julian Harris to obtain quotes on your behalf, for example where we are providing you with mortgage or protection advice as part of our services, please tick this box.

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