Welcome to our quarterly Halcyon Newsflash. It’s officially Spring! A season which reflects transition and new beginnings. With that in mind, we have put together a list of questions for you to consider.
- When did you last review your portfolio to ensure you are paying the correct rates and have the latest benefits in place?
- Is your will up to date?
- Has your retirement plan been recently reviewed?
- Have you put Gap Cover in place for you and your family to cover your in hospital claim shortfall?
- Have you considered a funeral plan, to ease financial worries during a difficult time?
