Creating a solid financial plan includes managing risk associated with health, home, vehicles and protection of assets. Most of us strive for the right balance between the ability to live with a certain amount of risk and the confidence we may or may not have to replace or minimize the impact of loss. Insurance planning can help you.

As part of a strategic financial plan, an insurance policy can help you deal with the unexpected life events that affect your health, wealth, and financial well-being.  Insurance can help you balance various risks and keep you financially secure.

Why Do You Need to Manage Your Risk?

What happens if you have an accident and will require long-term nursing care? What would happen to your family if you died? Would your children be able to attend University?

Risk management begins with identifying the areas that are at risk in your financial plan.

Questions to Answer:

  • How much income would you need if you are unable to work?
  • How much income would your spouse need should you pass away?

While you are working on this exercise, think about the impact a sudden loss or accident would have on you and your family’s ability to achieve your financial goals. It is uncomfortable to think about negative events, but you will have peace of mind knowing that you and your family are prepared to deal with loss during those difficult times.

At Bekker Investments we understand that your ability to earn income is you and your family’s most important asset.  We provide objective, independent advice with regards to Life cover, Lump Sum  Disability cover, Income Disability cover and Severe Illness cover for life’s what if’s.

Bekker Investments will be able to provide in depth analysis of a clients existing risk provisions and provide independent advice on the appropriate levels of cover and costing structures given the clients’ needs.

Contact Bekker Investments:

Contact Bekker Investments to start your planning.