Protection

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Whilst insuring ourselves against an undesirable event such as sickness or even death may not be a pleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked.

There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.


Business Protection

Keyperson / Shareholder protection

Businesses may want to protect the key employees within their firm - perhaps the key salesperson, or the IT manager without whom the business will not function properly. Keyperson protection can provide a fixed sum should the individual be unable work, or even die.

The benefit will be designed to cover the firm's expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business. Similarly, if a key shareholder was to pass away, the firms remaining shareholders or directors may want to purchase the deceased's shares from their estate promptly to maintain control of their business.


Income Protection Options

Income Protection Policies

This policy is designed to provide a tax free income in the event the insured individual is unable to work due to ill health. The level of premium will depend upon benefit and term selected and most policies cease to pay the benefit once the insured is able to return to work. Income protection policies are usually written to age 65.


Accident, Sickness & Unemployment


ASU policies were traditionally sold to accompany mortgages, allowing for a regular income to be paid to the insured should they be unable to work (or lose their job). The product can be split down, and unemployment cover is usually the optional extra available for an additional premium. It is important to compare ASU and Income protection policies closely as one may be more suitable than another.



Learn about Life Protection Options




Life Protection Options

There are several ways in which to protect yourself and your family in the event of an untimely death. Most people take out life insurance to provide for their families and alleviate any financial worries at a difficult time.

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Leebrook Independent Financial Advisers Ltd is authorised and regulated by the Financial Services Authority

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