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704b life & income insurance Q&A (policies, loadings, exclusions + more)
Manage episode 397412832 series 2309481
Life insurance is one the pillars of having a sound financial house so joining Glen on today's episode is adviser Phil Thompson from Skye Wealth to answer all your questions. Glen and Phil discuss:
๐๐พ are insurance companies allowed to discriminate?
๐๐ฟ whatโs the current landscape for mental health exclusions
๐๐ป 3 major life triggers for getting life insurance
๐ explaining the different types of life insurance
๐๐ผ what to expect when organising your insurance through an adviser
๐๐ฝ my insurance is too expensive, how can I reduce it?
๐๐ฟ at what stage would you NOT need life insurance?
๐๐ป getting insurance direct vs through an adviser
๐ how much cover do you need?
๐๐ผ stepped vs level premiums
๐๐ฝ what do you if youโre medically uninsurable
Grab Johnโs new book, Sort Your Property Out & Build Your Future
Book club ๐ This month we're reading, The Psychology of Money by Morgan Housel. Find it on:
Booktopia: https://booktopia.kh4ffx.net/YgP7ZJ
Amazon: https://amzn.to/46tTAzq
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
631 episodes
Manage episode 397412832 series 2309481
Life insurance is one the pillars of having a sound financial house so joining Glen on today's episode is adviser Phil Thompson from Skye Wealth to answer all your questions. Glen and Phil discuss:
๐๐พ are insurance companies allowed to discriminate?
๐๐ฟ whatโs the current landscape for mental health exclusions
๐๐ป 3 major life triggers for getting life insurance
๐ explaining the different types of life insurance
๐๐ผ what to expect when organising your insurance through an adviser
๐๐ฝ my insurance is too expensive, how can I reduce it?
๐๐ฟ at what stage would you NOT need life insurance?
๐๐ป getting insurance direct vs through an adviser
๐ how much cover do you need?
๐๐ผ stepped vs level premiums
๐๐ฝ what do you if youโre medically uninsurable
Grab Johnโs new book, Sort Your Property Out & Build Your Future
Book club ๐ This month we're reading, The Psychology of Money by Morgan Housel. Find it on:
Booktopia: https://booktopia.kh4ffx.net/YgP7ZJ
Amazon: https://amzn.to/46tTAzq
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
631 episodes
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