Your Ideal Plan
Use this form to get an idea of what your ideal insurance cover might look like.
You might not know all the answers right now. If you don't, it means you don't have the cover you need or you don't understand the cover you have. Contact us and we'll help you get there.
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1. Income Protection – Protects your biggest asset, your ability to earn an income.
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How much income would you need to replace if you couldn’t work?
(This may be your total income or just a portion of it)
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How soon would you need Income replacement to start paying if you couldn’t work due to illness or injury?
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2. Medical Insurance – Covers medical costs to keep you out of debt during illness and get you back to work
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Do you have medical insurance?
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If yes, do you know what your medical insurance covers?
(i.e., non-pharmac approved drugs, chemotherapy)
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Do you have children or dependents?
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If yes, do you have medical insurance for them?
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3. Trauma Cover – Pays a lump sum if you’re diagnosed with a serious or critical illness.
How much would you need for the following:
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Nanny/Housekeeper
(average cost $2,500/year)
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Cash Reserve
(average is at least $50,000)
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Pay existing debts
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4. Total & Permanent Disability Cover – End of your working/income-earning life.
How much would you want for the following:
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To pay off your mortgage
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To pay off other debts
(i.e., credit card debt, student loans)
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To pay for nanny/housekeeper
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5. Life Cover – Protects your loved ones from financial hardship in the event of your death.
How much would you need for the following:
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Mortgage
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Clearance of debts
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Lump sum to provide income for your partner and any children
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Right now, do you have insurance that covers everything you’ve entered above?
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| If you’re ready to understand your ideal cover, submit this form and we’ll contact you to make it happen. |
| *Your Contact Details |
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Name *
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Home Phone *
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Work Phone
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Mobile
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Email *
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Tell us what are you interested in?
(i.e. – personal insurance, business insurance, ACC cover plus, ideal plan)
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*Entering your contact details authorizes Insurance Partners or appointed advisors to contact you regarding our services. We’ll never disclose your information to any third party. |
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