A portfolio of personal protection policies are generally utilised within a comprehensive wealth management plan to ensure that wealth plans are kept on track in the event of a major illness or injury.

Today I highlight a recent case study where we had a positive claims experience for a client who broke a leg whilst snow skiing in Canada. 

While insurance is a drier topic than retirement, it is still the most cost-effective way to protect your future plans from an unexpected illness or injury.

For the record, the insurer was BT Life with whom we have a great relationship with and who have supported a number of our clients when they have needed it.