One of the most under purchased products in the financial advisers arsenal is protection insurance.
The Value of a Parent
Family Protection
It is hardly surprising, pure protection insurance is cheap (so the commission is poor), there is no benefit to the person purchasing (since they are protecting their dependents not them) and the best insurance is like household or car insurance i.e. if you don't claim you don't get anything back.
News
The latest news from Swallow Financial Planning and the financial industry
October Investment Update
October 27, 2023
Our predictions for 2023 seem to have been “bang on the money”. Our October Investment Update provides background into our current investment thought ...
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Investment Bulletin July 2023
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It has been 6 months since our last investment review. With much unfolding in the interim, we wish to share our current investment sentiment with you....
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The latest news from Swallow Financial Planning and the financial industry