When it comes to the importance of ensuring our clients are covered against most eventualities, we take the time to discuss these as we understand the financial impact to our clients lives.
I want to share a story of one of our clients that was retrenched earlier this year. A Husband, and father to two boys with another on the way.
Imagine the distress walking into the office, as normal and being handed a retrenchment notice. The mortgage repayments, school fees, food and living expenses dont stop. Luckily we added the retrenchment protector to his insurance policy.
Here's a short story received from him this morning:
"My journey with AJ began back in 2012 when he recommended I take out the Retrenchment Protector Benefit as part of my overall risk policy with Liberty. Trusting his expertise and guidance, I followed his advice—and I’m so glad I did.
Earlier this year [2024], I faced the unsettling experience of being retrenched. As a husband, father, and provider, it was a daunting situation. I immediately reached out to AJ, explained my predicament, and from that moment, everything was taken care of.
AJ guided me through the process, ensuring I submitted the required documents, and he handled the rest with remarkable efficiency. Within just a few days, I received my first monthly payment from the Retrenchment Protector Benefit.
I can’t thank AJ enough for his unwavering support and quick action during such a critical time. It’s reassuring to know I have someone as dependable as him in my corner.
The Retrenchment Protector Benefit proved invaluable, and I’d highly recommend it to anyone—it’s a safety net worth having if the unexpected happens."
If you have any questions or want to speak to us about your insurance requirements, please don't hesitate to reach out to us.
Your Financial Planning Partner
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