John is 55 and earns $120,000 a year as a sales representative. He is married to Fiona and they have three children aged 22, 19 and 17. The children have all finished school and the youngest is about to start university. John is planning to retire at 65 and has $200,000 life insurance through his super. John has built a comfortable life and has a number of assets, including a lovely home and a fishing boat. He has no debts and retirement is still almost 10 years away, however it is important to John that he remain able to maintain his current lifestyle should he become unable to work due to sickness or disability. He certainly would not want to sell any of his hard-earned assets or eat into his retirement savings to support his day-to-day living costs should anything unexpected happen. He wants to talk to someone about income protection, life insurance and wealth planning.

Please create an email John and let him know that you have attached the quotation along with the product and service ( income protection, life insurance) information. Also please include a call to action message to confirm the suitability of the product and service and to negotiate an agreement to proceed with the documentation.

Answer rating: 100% (QA)

Subject Income Protection Life Insurance and Wealth Planning Quotation Attached Dear John I hope thi... View the full answer