Its good to Talk to us!!

We have just been able to save a business client of our €17,000 in annual premiums for a life assurance policy that our client had through his bank.

The client whom for confidential purposes cannot be named was delighted with the out come of his most recent review with us. The main purpose of this client’s review was to look at his pension so see how it was preforming in light of the turmoil in global financial markets as a result of the credit crisis. The client disclosed to us that he had a life policy through his bank. We were able to save him €2100 this year and a further €1140 each year for the next 13 years. We were also able to open a savings account for the client and double the interest that he was earning through his bank.

The client was astonished with the level of savings that was made. He was always told that his bank was looking after him, now he wonders.

Tuesday, May 5th, 2009, by admin and is filed under "Financial Services ". You can leave a response here, or send a Trackback from your own site.