Acknowledgement of Risk:

The loss of income due to a serious illness, injury or death could result in the loss of your home or investment.

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A discussion with a personal insurance specialist could mean the difference between you losing your home or asset in the event of illness or tragedy, or not. It will also bring the invaluable peace of mind that your assets and your family are protected should anything untoward happen.

 

Please read the below and complete the statement by ticking the appropriate box:

 

My mortgage broker has made me aware that a serious health event may affect my ability to maintain my credit commitments and that there are insurances available that can help me manage this risk.

 

I’m aware that not having personal insurances can put my future, my family, and my financial commitments at risk.

 

• I would like to find out more from your recommended personal insurance specialist.

• I am willing to take the risk.

• I already have sufficient personal insurance cover in place.

• I already have a personal insurance expert and will consult them.

 

Client acknowledgement and acceptance:

 

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Client 1:          ________________________            Client 2:          ________________________           

                                    (Print name)                                                                            (Print name)

 

Signature:      ________________________            Signature:      ________________________           

 

Date:               ________________________            Date:               ________________________