La Playa Investment with Intelligence
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Family Protection

It's important to think through the "What If" questions.  What would happen to your family if you were injured or critically ill, or if you died?  We'll help you work up a plan for:

  • Protecting your dependants: how much money would they need available if something happened to you? Will your existing arrangements work? Do you need to adjust your will and estate planning?
  • Dealing with your liabilities: your mortgages, loans and credit cards. What effect will these have on your surviving family?
  • Protecting your income: how much money would you need to provide a cushion fund if you were too ill to work?  What benefits would you be entitled to? For how long? What’s your attitude to risk? 

Your family protection plan can provide a lump sum (or income) to replace any lost income due to death.   It might include:

We'll guide you to making the right choices so that your loved ones have some security if anything happens to you.

La Playa: Investing with Intelligence:  

  • Independent professional advice
  • “Can do” culture
  • First class personal service
Mike Palmer Dip PFS

Mike Palmer Dip PFS

Financial Services Manager

mike.palmer@laplayainsurance.com

Talk to me on
01223 200674

Testimonial
Many thanks for this. It reminds me to thank you for the excellent way in which your team handled the claim we settled a few weeks ago.
Richard M, Private Client

 

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