Insurance Considerations

This product provides:

• Practical information, tips and insurance considerations to have in mind when navigating insurance providers a loved one may have in place for different types of insurance policies – from home and contents, to private health and motor vehicles
• Key insights around transacting insurance policies (including changing insurance levels, closing a policy or talking to a provider) on behalf of your loved one – so you have the documents and information to do this
• Information and ideas on how to protect a loved one from fraud and misuse of personal data – minimising the risk
• Handy list of documents to have on hand and questions to ask – ensuring you can do what needs to be done
• Editable downloadable Checklist – for you to work through at your convenience