Securing retirement and a new lease of life with Critical Illness pay-out
by Beacon Wealth Management
Daniel's Story - a Health & Protection case study
The Challenge
Daniel, a self-employed contractor working in association with a large company, suffered a mild stroke. He fortunately made a full recovery, but the experience prompted him to take stock and re-evaluate what was important to him in life.
The Solution
Daniel wanted to ensure he had sufficient funds so he could spend more time at home, go on more holidays and enjoy a better work-life balance.
He received assistance following his stroke in the form of a pay-out from a Critical Illness Plan. In the years prior, he had taken out this plan in consultation with his Financial Adviser from Beacon Wealth Management.
The Result
Though the effects of the stroke were thankfully short-lived, he received a full pay-out from his plan, which enabled him to meet not only his new financial goals, but his new lease of life.
If you need help formulating a plan to protect yourself and your family, our Chartered and Certified Financial Planners can assist you in setting up Critical Illness protection policies to meet your needs.
Please call our experts on 01480 869466 or email us at info@beaconwealth.co.uk for a free initial, no obligation chat.
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