Rob interviews Adrian Benjamin, a financial protection specialist with over 10 years of experience in the banking industry. Adrian shares his expertise on protecting wealth for the short, medium, and long term, with a focus on family life planning.
He discusses the importance of life insurance, wills, and trusts, and highlights the need for comprehensive protection in case of unforeseen events., focussing upon the affordability of these measures and addresses common misconceptions about insurance payouts.
"A will is a no-brainer, but as you said, there's probably going to be a lot of people listening to this that haven't thought of that."
"So, if you get private medical, you're actually helping the NHS because you're coming out of the queue. You're freeing space up if you can afford it."
"So, for me, there's four pillars of protection and people just go to life insurance where it's a bit cliche, but health is wealth, right? If you're not healthy, you can't work, you can't get an income that's massive."
"So, if you have your own critical illness cover, you can say, look, I'm going to take a year, two years off, or I'm going to go on holiday. I want to spend more time with my family, or I want to get medical treatment abroad that might cost a bit. That's what that policy is for."
GET YOUR DEVELOPMENT FINANCE HERE:
SOVEREIGN MAN PREMIUM INTELLIGENCE MEMBERSHIP https://dash.sovereignman.com/a/smc12m995/tpnpodcast
SOVEREIGN MAN 4th PILLAR https://dash.sovereignman.com/a/4pmain/tpnpodcast
ABOUT THE HOST
Rob Smallbone is the author of the Amazon best-seller Buy-To-Let: How To Get Started as well as 101 Top Property Tips and Property FAQ’s.
Property FAQs = https://amzn.to/3MWfcL4
Buy To Let: How To Get Started = https://amzn.to/3genjle
101 Top Property Tips = https://amzn.to/2NxuAQL
WHERE TO FIND US