People’s lives are always changing. As a result, any life, disability or health insurance policy needs to be reviewed and adjusted mid-term policy or at renewal to ensure that the solutions currently in place are still ‘fit for purpose’ and that other risk mitigation factors are still relevant.

Timing of a review

• Changes in a person’s circumstances can occur at any time. Unfortunately, unless a client informs an insurer or their adviser of these changes, appropriate adjustments cannot be made.
• This is usually a minimum of one or two years unless certain circumstances are known and identified that will require the situation to be reviewed earlier.

Refer to: Wisdom8 – Review Process Checklist

I would like to make an appointment to review my policy.

Surname / Family Name *

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Insurance policies that I would like to review：

Life Cover

Trauma or Critical Illness Cover

Total & Permanent Disability Cover

Income or Mortgage Protection

Medical Insurance

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