Protection Plans

Protecting the things that matter the most

Individual Protection Plans

Life insurance is an essential part of financial planning. The main purpose is to provide financial security for those people who may depend on you in the event of redundancy, sickness, critical illness or even death.

While there is no insurance that can prevent these things from happening, you can protect yourself and your family financially by making money available, should the unexpected occur. This money can be the difference between keeping and losing your home and maintaining your family’s lifestyle.

At Prosperitas Wealth Planning Ltd, we are family focused and believe it is crucial to protect your loved ones should the worst happen. Our advisors are specialists in providing exceptional insurance cover tailored to your own individual circumstances. You may require cover to ensure that your mortgage will still be paid should you be made redundant or become too ill to work. Alternatively, you may need personal insurance to provide for your family should you die prematurely.

We will invest the time to fully understand your individual requirements to ensure we offer a solution that is most suited to you. We understand that you don’t want to spend money unnecessarily, so we will recommend solutions that offer the most suitable cover for your budget.

Whatever your insurance needs, our advisors are on hand to discuss the full range of protection plans available to make certain that you and your family are as well prepared as possible.

By working with leading financial institutions, we can offer highly competitive plans providing peace of mind that your assets are protected in the event of illness, injury or death.

Business Protection Plans

Business protection is simply life assurance, and in some cases critical illness cover, written on the life of key people, partners or shareholders. This protects the business against the financial liabilities resulting from their death or if they are absent due to serious illness.

Our advisors can discuss all aspects of business protection to help your business continue as normal under difficult circumstances. We will work closely with you to understand your exact requirements and advise you on the solutions that best meet your needs. We work with leading insurers via our network to offer exclusive protection options to our clients.

Here are more details on the types of product solutions available to you: