SELF-MANAGED SUPER FUND INSURANCE
It is a requirement that Trustees consider the need for life insurance in their SMSF and at the same time they should consider the need for adding Total and Permanent Disability (TPD) benefits. Investing for your retirement via a SMSF can be rewarding, however in the event of death your fund may not have delivered the required value to provide your spouse and or family with sufficient funds to secure their future. This is where a life insurance policy can fill the void and ensure your family’s financial future. You should also consider adding TPD benefits which will ensure that in the event that you cannot work that you have sufficient funds to meet your retirement needs. Please contact us for assistance in calculating the relevant sum insured and the associated premium.
Our Testimonials
We could not have been more pleased with our experience with Gillman and Associates. Brian is incredibly knowledgeable and took the time to explain all of our options to us in detail. He guided us through the insurance process with a high level of expertise so that we felt confident and comfortable with our decisions. I highly recommend Gillman and Associates!
Now I know why (anon) says you are the best. We both feel that you are looking after our best interest.
I make it a point not to teach bricklayers how to lay bricks. I just find the best bricklayer I can, and trust his advice.
Just a quick note to express my appreciation for the fantastic job that you do for me. You’ve always had my interests at heart .Your advise based on your amazing product knowledge and my needs, and your genuine concern for our well being has built great trust over the past Ten years that you’ve taken care of us .