Jen Fuller - Protection Case Study
Client introduced by an accountant who is successful business director who, in the next few years, is looking to sell her company in 3 – 5 years for over 7 figures.
Problem
She's a busy mum of two young children and has been working hard to build her business, but she hasn't had time to sort out protection for herself or her family. She's worried about what will happen to be business if she were to die or suffer from a critical illness.
Solution
Set up a keyperson insurance through the business and personal protection for our client so she could rest easy knowing that her business would continue to run smoothly even if something happened to her.
Finally, we ensured that her family would receive a lump sum if she died so they'd have some financial security in the event of a tragedy.
Outcomes
Our client now has peace of mind that her business will continue to be able to grow and thrive even if something happens to her—which means she can hire staff to do the tasks she currently performs herself without any risk of disruption.
Client can focus on growing the business instead of worrying about what will happen if she dies or becomes ill.