Developing tailored income protection strategies designed to safeguard clients and their families from financial disruption due to unexpected illness, injury, or disability that limits earning ability.

Evaluating appropriate insurance products and coverage levels that align with each client’s income, lifestyle, and long-term goals, while ensuring flexibility as financial circumstances evolve.

Providing ongoing support in policy management, including annual reviews to ensure coverage remains adequate, assistance with claims, and coordination with other aspects of the client’s financial plan.

Educational sessions and one-on-one consultations are available to help clients fully understand the benefits, limitations, and integration of income protection into their overall financial security strategy.