Ipsure Information

Ipsure was created in an attempt to provide clients with a choice between the Traditional method of purchasing Insurance Products or a fresh new approach, which would provide them with only the products that they need. During our first interview, we conduct a CLIENT PROFILER. This provides us with a picture of your present Insurance & Investment PORTFOLIO. The information collected in this interview is then collated and a FINANCIAL NEEDS ANALYSIS is then prepared. This Analysis is then presented to you during our second interview. This Analysis will provide you with a list of recommendations, which you can either act upon or ignore. It will also provide you with a choice of products and companies based on the information that you have provided in our first interview. Should you decided to act on any of our recommendations and utilise our services to meet your requirements we will then complete the required forms and submit them to the company you have chosen. Upon their acceptance we will then arrange another interview with you to answer any questions or concerns that you may have. We will then arrange a suitable time frame to review your Insurance & Investment program.