"Strategic Insurance to Protect Your Wealth -
Best Practices and Avoiding Pitfalls"
This ebook has been developed by Ian Walker and James Cavanough from Lantern Advisory. It contains over 15 pages to guide you through the importance of strategic insurance, the various types of insurance that are available and how to avoid common pitfalls.
In this ebook you will find:
- The value of insurance
- How insurance forms part of your financial plan
- Personal risk insurance options
- Business expense insurance
- Insurance premiums
- Ownership of insurance
- Taxation strategies
- Application and underwriting
- Pitfalls to avoid
- Help and support
Simply fill in the form and your FREE ebook will be sent to you immediately as a PDF. And we promise that we will respect your confidentiality and privacy. At most you will receive one email from us per month with tips on how to improve your financial situation and you can unsubscribe at any time.
For more information, please contact James Cavanough for a telephone consultation on 07 3002 2690.