Financial Wellbeing Health Check
What Are We All About?
We are all about Financial Wellbeing Health Checks, because as the saying goes ‘money makes the world goes around.’ When we have any physical, mental or emotional wellbeing issues the last thing you need is to deal with your finances. Having experts on your side is essential because we ‘don’t know what we don’t know’ I personally found out the hard way, I wasn’t advised properly when I had my insurance put in place and when I needed it the most (when I got ill) it didn’t help me; this put huge financial pressure on my and the ability to pay my bills.
As an Enable Life client did you know your business and employees have access to:
Employee Life & Health Insurance reviews
- This will ensure they are covered over and above what you as an employer provider.
- We make sure it complements and works with the cover you put in place without duplications.
- Reminding employees what additional benefits their existing insurance providers offer to ensure they are not missing out on support such as counselling and physio therapies.
Employee Estate Planning reviews
- Advice what needs they have including Wills, Lasting Powers of Attorney, Trusts.
- We will also extend their discounted rates to employees parents too.
Annual Reviews
- Annual reviews to ensure their Insurance and Estate Planning needs are kept up to date…so you don’t have to worry about updating it, we take care of getting in touch with you.
That’s not all…we recognise the importance of trusted adviCe therefore we also offer access to our
Trusted Referral partners
- HR
- Solicitors
- Commercial & Personal financing (e.g. mortgages).
- Independent Financial Advisers for Pensions, Investments & Inheritance Tax planning.
Finally…if you feel you have benefited from our advice we will say thank you
New Client Referral Programme
- When recommending associate business owners, employees, family or friends you get to choose from:
- Gift Vouchers of your choice
- Donations to your chosen charity
- Discounted products to your referred clients