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Building and protecting your wealth

Peace of Mind and More – Protection Insurances with Benefits

Wealth protection policies are meant to provide peace of mind to the policyholder that their family will be taken care of financially should something happen to them. However, no longer are they just designed for the worst-case scenario, as many are also now providing extra benefits.


This does not constitute advice and advice should be sought in all instances before acting on it.


With all the competition on the market, Critical Illness cover, Income Protection, and Life cover
providers needed to come up with a way to make their products more appealing to medical and dental professionals. They decided to add value by offering other incentives to help their clients’ in their daily lives.


Protection with benefits

In the past, protection policies were something you picked out, paid into, and hoped you never needed. But now, you might actually benefit from your policy without ever needing to file a claim.

The benefits will vary from provider to provider and from policy to policy, but some of the added value options on offer include:

  • 24/7 access to a virtual GP,
  • mental health support lines,
  • tips on nutrition,
  • healthy living discounts,
  • rewards at certain gyms, cinemas, and coffee shops, and
  • access to rewards programme with discounts on flights and hotel stays.

What’s changed in the current climate?

While some policies may have scaled back or temporarily stopped offering these extras on new policies during the pandemic, if you have a policy you took out prior to the outbreak, or are considering upgrading or looking for additional coverage, be sure to check what benefits are still available to you.



A professional to help you get protected

Please note that with recent events, protection policies have undergone numerous changes – not just in product offerings, but with the underwriting process. The first step to securing coverage you’ll need for your unique situation and a policy with perks is to meet with your financial adviser.

Your adviser is attuned to your specific circumstances and will know all about your finances, your responsibilities to your job and your family, and what you’ll need to ensure your loved ones remain protected.

Don’t hesitate to get in touch with us to schedule time to go over your wealth protection policies today.


Want help to manage your protection plans?
Investments | Financial Planning | Retirement | Save Tax | Protection |

Dental & Medical Financial Services have been helping doctors and dentists to build and protect their wealth, whilst saving tax for over 25 years.
Call Darren to discuss your options.

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