Life Insurance

Transition Wealth can assist in formulating a strategy relating to life insurance, as well as the identification of and appropriate insurer, underwriting and implementation.

  • Transition Wealth also has the ability to support you during claims management.
  • We undertake the sourcing of forms and lodgement of claim as a complimentary service.
  • More complex claims management is quoted based on circumstances.
  • We generally expect to be significantly cheaper than a lawyer, many of whom charge a percentage of your insurance benefit.
  • Many people prefer to pay via a commission on insurance policies.
  • Transition Wealth is also happy for you to pay via a fee (this will reduce the cost of insurance).