TAX FREE LUMP SUM IF YOU PASS AWAY
If you / your partner die, a lump sum is paid out. This is generally used to ensure a mortgage and any other large debts are settled, also provides financial security for families should the worst happen.
TAX FREE LUMP SUM SHOULD YOU SUFFER FROM A SERIOUS ILLNESS
Provides a lump sum in the event of the person/people covered suffering a serious illness. The money provides stability for you/your family while you receive treatment.
We will also make sure you understand what conditions you are covered for and in which cases it will pay out.
A MONTHLY SUM WHICH REPLACES A PORTION OF YOUR INCOME IF YO ARE UNABLE TO WORK DUE TO ACCIDENT OR SICKNESS
This can kick in as you require, some individuals will have sick pay with their employers, so can ‘defer’ the first payment for when this runs out.
This is designed to support you while you recover and get back to work.
TAX FREE MONTHLY SUM SHOULD YOU PASS AWAY
This is the same as Life insurance however rather than a lump sum, this policy will pay out an amount per month, for the rest of the term of the policy.
FAST ACCESS TO THE BEST TREATMENTS, BY PASSING NHS WAITING LISTS
Provides you with access to high quality health care, skipping the NHS queues. Using the best medical facilities and treatments at a time and place to suit you. This is provision for the treatment of acute medical conditions, ranging from Physiotherapy needs to diseases or illnesses that will respond quickly to treatment enabling you to get back to normal life.
YELLOW BROLLY MORTGAGES
YELLOW-BROLLY WILLS & TRUST
Having a will helps minimise any family fights about your estate that may arise, and also determines the “who, what, and when” of your estate.
By writing a life-insurance policy in trust, the proceeds from the policy can be paid directly to the beneficiaries rather than to your legal estate, and will therefore not be taken into account when inheritance tax is calculated.
Yellow Brolly Ltd is an appointed representative of PRIMIS Mortgage Network. Primis Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.
Company Number: 11642987 | Registered in England & Wales | Registered Address: 1 Rustlings Road, Sheffield, S11 7AA