Benefits of Dealing with Euro Wealth Financial
1 Compare 6 Life Companies in one place
Euro Wealth Financial has agencies with Irish Life, New Ireland, Zurich, Royal London, Friends First and Aviva. We will provide you a report from “Money Advise” an independent market comparison service, who compare the prices of each Company along with this report you will also receive a Report which examines and compares the benefits of each company. So not only are we trying to get you the best price in the Market we also want to give you the best policy in the Market
2 Client Management System
Euro Wealth Financial uses a Software Platform designed for Financial Brokers, Wealth Managers and Financial Planners.
Managed and developed by experienced financial services professionals the software is the product of more than 20 years experience building software for the broker industry in Ireland. The application is designed to manage the end to end office requirements of big or small firms including marketing, sales, advice including full needs analysis, cash flow projections, compliance, comprehensive product library, pipeline management. Full Client Relationship Management is also included. Clients and policy details are updated and maintained from the following insurers to our client management system by Aviva, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, Zurich Life. Protection quotes also provided from all insurers. Money Advice +CRM provides all the software needs for this Assurance brokerage
3 Easy Application Process.
We do all the work for you complete the application and forms with you for you. When you are happy to proceed all we need then is your signiture These products can be done online with us or if you wish we can give you a more personal service and would be delighted to meet you and discuss solutions for you
4 Lowest Premium Guaranteed
We guarantee to match or beat the lowest premium offered by the 6 Major Insurers
5 Additional Benefits at no extra cost.
You may have an additional policy which was taken out 2 years ago, it probably does not have the same level of benefits that are available today. Ask us about are additional benefits such as Best Doctors, Medcare, and Helping Hand
6 Additional Discounts
Euro Wealth Financial regularly negotiates additional discounts with the Life Companies We pass these discounts on to our Clients
7 Experienced Financial Advisors providing tailored advice
8 Euro Wealth Financial aims to be THE ‘GO TO’ FINANCIAL ASSURANCE BROKERS WHO PROVIDE GREAT SERVICES AND PRODUCTS TO OUR CUSTOMERS WHO WANT TO PROTECT THEIR FUTURE. Our Financial Brokers will offer the best policies with the best benefits tailored to meet your needs and objectives
9 Regular reviews
It is in your best interests that you review, on a regular basis, the products, which we have arranged for you. As your circumstances change, your needs will change. You must advise us of those changes and request a review of the relevant policy so that we can ensure that you are provided with up to date advice and products best suited to your needs. Failure to contact us in relation to changes in your circumstances or failure to request a review may result in you having insufficient insurance cover and/or inappropriate investments. We also offer free Financial Reviews
As you have not had a financial check-up for some time, you might now welcome the opportunity to carry out a personal financial review.I often find that such reviews result in substantial savings on costs for financial services products.
- Review your income and expenditure and establish if we can identify where savings can be achieved.
- Protection – Have you the right type of cover? Are you paying too much?
- Income Protection – Your income is your most important asset. Protect it!
- Investments – You work hard to earn it; make your money works for you!
- Retirement Planning – What sort of Pension and Tax Free Lump Sum can you expect at Retirement, are you making the most of the Tax Reliefs that are available to you
10 Claims Management Service
In the event of a claim we shall process the paper work for you and deal with the Insurance Company on your behalf this will ensure that the claim is paid promptly. As this is a free service we shall also provide you Investment Advice
