At EBC, as part of your wealth plan, we will review your insurance requirements. Insurance should be considered to be an integral part of any overall wealth plan.

Our review in line with your requirements and overall Wealth Plan will include:

  • Your current portfolio
  • Risk analysis and monitoring of existing policies
  • Additional insurance cover based on our understanding of your requirements

As part of this review the following insurance cover should be considered:

  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Single-premium life insurance
  • Life insurance retirement plans
  • Key-person insurance for business owners
  • Funding buy/sell agreements for business owners