Life Assurance & Protection
There are many areas which require consideration when it comes to protecting either your family, your income or your mortgage should you suffer serious illness or death.
Life Assurance & Protection
We are very experienced in assessing your needs and providing you with a series options to meet these requirements
You may have medical insurance or Death in Service benefits with your employer; but these plans don’t provide cover to meet your day-to-day expenses in the event of serious illness, and often do not provide sufficient levels of cash to clear outstanding loans and mortgages as well as provide a lump sum for the family to survive on in the event of your death.
There are many different plans are available to meet these ongoing concerns and we have years of experience in reviewing the market and providing you with the right plans to ensure that you have sufficient money to meet these obligations and unforeseen financial situations – therefore ensuring that you have complete peace of mind when it matters.
Why The Bateman Group?
- Established since 1967
- Personal client-focused service
- Totally independent experts who review the whole market
- Regulated by the Financial Conduct Authority
- One of the largest insurance broker & financial advisory firms in Warwickshire
- Experienced support team
- Control of client assets in excess of £120 million
Areas of Advice
- Individual & Joint Life Assurance for Family Protection
- Mortgage Protection
- Critical Illness
- Income Protection
- Family Income Benefit
- Medical Insurance
- Estate Planning
What Happens Next?
- Arrange an initial meeting to discuss your requirements
- We complete a “Fact-find” & gather full data
- We provide a recommendation report & quotations
- Arrange follow-up meeting to agree on a suitable strategy
- We finalise amendments & plan implementation
- We process & administer all documentation
- Agree & diarise ongoing monitoring service