WHO do we assist?
Financial Services professionals such as financial planners, accountants, and mortgage brokers that:
- see risk protection as a requirement for their clients,
- and who want to make life easier for both their clients and themselves.
HOW do we assist?
By providing a tailored risk service proposition called:
WHEN do we assist?
When you need to partner with a professional company that can assist you with any aspect of risk insurances.
We do this while respecting the relationship that you have with your client.
WHERE do we assist?
We can do all the hard lifting so you don't have to. We can:
- research
- recommend
- advise
- arrange and book medicals
- facilitate underwriting
- help you implement the policy and
- remunerate.
We do this electronically and on the telephone.
WHY do we assist?
Evidence shows that Australia is experiencing an underinsurance epidemic. This is particularly threatening as debt levels reach record highs.
We appreciate:
- that the Financial Services Reform Act imposes the requirement that you look at all your clients needs, including risk protection
- the time and effort required to complete applications and paperwork
- the uncontrollable time delays with facilitating underwriting requirements
- the effort required to sell an intangible product and
- the difficulty of keeping abreast of all benefits, features and definition.
We help to minimise financial risk, preserve income and assets and maintain lifestyles when your client needs it most - in times of sickness, injury, disablement or death. |
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Why Risk-Easy?