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LifeBroker Services Gisborne Ltd - Property Investments LifeBroker Services Gisborne Ltd - Succession Planning Specialists
LifeBroker Services Gisborne Ltd - Insurance Specialists

Life Insurance

Life Insurance provides cash, to the policy-owner, upon the death of the person insured.

How much life insurance do I need?

The amount of life insurance you need depends on two main elements:

  • How much money do you owe...
    a. Mortgage
    b. Other debts

  • What funds will you provide for your dependants...
    a. For financial security
    b. For education

What type of life insurance options may suit my needs?

  • A mortgage protection plan includes death and optional extras of trauma, TPD and income protection to pay the monthly mortgage cost, if you are sick or disabled from earning an income.

  • A lump sum sufficient to generate an income to provide for your dependant's future financial security.

  • A monthly family protection benefit for a set number of years to provide for living costs and education for your children.

Please fill in the below form for your Free Life Insurance Quote...

Personal Details
Name (Life 1) *:
ZIP Code:
Date of Birth (dd/mm/yyyy) *:
Occupation *:
Address *:
City *:
State:
Country:
Phone:
Mob:
Fax:
Email *:
Smoker *: Yes
No

Name (Life 2):
Date of Birth (dd/mm/yyyy):
Occupation:

Complete below address details only if different from above...
Address:
City:
State:
ZIP Code:
Country:
Phone:
Mob:
Fax:
Email:
Smoker: Yes
No

a. MORTGAGE PROTECTION PLAN – Life Insurance
1. Loan Ammount ($):
2. Loan Term (Years):
3. Interest Rate (%):
4. Payment Frequency: Monthly
  Fortnightly
5. Payment Ammount ($) - Interest/Principal:
- Interest Only:
Options: Trauma
  Total Permanent Disability
  Income Protection

b. LUMP SUM FOR FAMILY SECURITY
1. Amount of Cover: $100,000
  $150,000
  $200,000
  $250,000
  $300,000
  $350,000
  $400,000
  $450,000
  $500,000
  $550,000
  more than $550,000
2. Do you want this amount to remain: Remains Level
  CPI Indexed
  Decreasing Cover
3. Do you want your premium back after a set term?: Y (50%)
  Y (100%)
  N

c. MONTHLY FAMILY PROTECTION BENEFIT
1. Child 1 Full Name:
Date of Birth (dd/mm/yyyy):
2. Required monthly benefit ($1000 min):
3. Term benefit required for (years):
4. Is benefit to remain - Level: Yes
No
5. Benefit is related to: Life 1
  Life 2
  Joint

1b. Child 2 Full Name:
Date of Birth (dd/mm/yyyy):
2b. Required monthly benefit ($1000 min):
3b. Term benefit required for (years):
4b. Is benefit to remain - Level: Yes
No
5b. Benefit is related to: Life 1
  Life 2
  Joint

1c. Child 3 Full Name:
Date of Birth:
2c. Required monthly benefit ($1000 min):
3c. Term benefit required for (years):
4c. Is benefit to remain - Level: Yes
No
5c. Benefit is related to: Life 1
  Life 2
  Joint
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Life Broker Services - Declaration

Please note:

  1. This is a request form only for the purpose of obtaining insurance quotations on your behalf.

  2. The quotes provided are based solely on the information you have given using standard insurance rates.

  3. These quotes will be obtained by using 'Risk Researcher' from Plan Tech Consulting Group Pty Ltd who are an independent Research company for all NZ & Australian Life insurance products.

  4. The information gathered will be used solely for the purpose supplied and will not be used for any other purpose.

  5. The information will stored securely at our offices in Gisborne NZ.



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