How a Financial Broker can help protect you and your family

With new life events come new questions

The idea of needing some sort of cover — a safety net, just in case — might only pop into your mind when you reach a new milestone.

Clair Carroll, Aviva Life & Pensions Ireland DAC
Clair Carroll, Aviva Life & Pensions Ireland DAC

A milestone like buying a new house. As one of life’s biggest investments, it makes sense to take out insurance on a mortgage.

Or maybe a new, tiny member of the family has made you see things differently — like thinking about how you’d take care of this little arrival if you couldn’t work, or even if you weren’t there. It’s during times like these when you might see protection cover — life insurance, specified illness and income protection — as must-haves, rather than nice-to-haves.

These big events raise even bigger questions. Speaking to an expert, like a Financial Broker, might help to answer them.

An expert voice can help you go from confused to confident

Speaking to someone who has financial know-how might help you feel more confident when making decisions about what cover you need.

Some of the things a Financial Broker can do:

  • Explain the different sorts of products on offer 
  • Take you through the levels of cover that are available
  • Help you to understand any confusing terms and conditions
  • Talk you through an analysis of what will be most appropriate for your circumstances
  • Research products from a range of different insurers
  • Recommend a tailored suite of life protection, specified illness and income protection specific to your needs

Financial Brokers can also help you prioritise other financial needs, such as saving for retirement, investing for your children or planning your estate.

Pick a broker that’s just right for you 

You might already have a Financial Broker in mind. But if you don’t, you can try asking friends if they can recommend anyone. To help you find the right broker, you can visit brokersireland.ie. These brokers  aren’t connected with any other companies or insurance providers so you can be confident they’ll give impartial recommendations.

Finding the right broker can lead to a long and fruitful client/adviser relationship. Good brokers will want to develop and build on that relationship over years and years — the potential benefit to you can last just as long.

Warning: Past performance is not a reliable guide to future performance. 

Warning: The value of your investment may go down as well as up. 

Warning: If you invest in these funds, you may lose some or all of the money you invest. 

Warning: This fund may be affected by changes in currency exchange rates.

Expert advice

Want expert advice on pensions & retirement? Talk to our team.

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Aviva Life & Pensions Ireland Designated Activity Company, a private company limited by shares. Registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland. Tel (01) 898 7950.