Mortgage Protection Application Process
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What happens when I input details in to the Life insurance calculator?
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What happens after I submit an application?
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What are the most important points for me to consider?
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What options are available in regard to getting the policy issued?
Buying a financial product is generally an important transaction which we believe shoud be supported by Professional independent advice.
The keys points to consider are:
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Does the product meet your needs?
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What level of cover is appropriate to your circumstances?
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If you are replacing existing cover,are you losing any benefits associated with the existing policy?
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How much can you afford to spend ?
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How secure are the underlying Financial Institutions who are providing the products?
We provide professional independent advice in respect of the Financial products .You have a number of options in regard to progressing to policy issue:
| Option | How It Works |
|---|---|
| In-person meeting | Set up an appointment to meet your consultant |
| Postal application | We send a form; you complete and return it |
| Online by phone | We complete online together; you sign via email/DocuSign; immediate underwriting decisions |
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You can set up an appointment to meet your consultant to discuss your requirements.
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We can send you an application form in the post which you can in turn complete and send back to us.
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We can go through an online application by phone with you,email the completed application which you can sign and retun to us.The online application process will give immediate underwriting decisions.