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  • Life and Income Protection Alpha Financial Management
    LIFE & INCOME
    PROTECTION

Alpha Financial Management can advise on suitable protection for you, your family and your finances

If you have children, a partner who relies on your income, or a family living in a home with a mortgage that you pay, a life insurance policy can provide for them if the worst were to happen.

There are two main types of life assurance depending on the level of protection you are looking for:

Term Life Insurance policies run for a fixed period of time (known as the ‘term’ of your policy) such as 5, 10 or 25 years. These policies pay a lump sum if you were to die during the chosen lifetime of policy but there is no lump sum payable at the end of the policy term.

Whole of Life policies run throughout your lifetime, remaining in force until you die.  These policies pay a lump sum should you die at any time, provided that the policy is still active.

Other types of insurance to consider:

Life insurance covers the worst-case scenario, but it’s also important to consider how you might pay your bills or your mortgage if you couldn’t work because of illness, unemployment or disability.

At Alpha Financial management our knowledge of the types of different insurance available is second to none and we look at each client’s needs on an individual basis. We don’t believe in ‘one size fits all’ insurance; we know that people have different requirements depending on their personal circumstances which is why we can advise on a range of options.

We understand that few people rush out to buy life insurance – it’s hardly a glamorous purchase and nobody really wants to think about their own death. But a decent life policy is a must-have for people with dependants and other financial responsibilities.

Call us today on 0151 949 1666 or email us at
info@afm.org.uk for more information.

Life and Income Protection Alpha Financial Management
After several attempts at sorting proper cover over the years, and promptly giving up thanks to all the red tape, to finally have something substantial enough to protect my family in place is extremely reassuring. Not only that but I now have an 80% increase in cover, at the same price I was paying before! As always, we would have no hesitation in recommending Stephen Lee and Alpha Financial Management Ltd.
Kirsty CarwrightLiverpool

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  • 22 Stuart Rd
    Waterloo
    Liverpool L22 4QS

  • 0151 949 1666

  • info@afm.org.uk

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We are entered on the Financial Conduct Authority Register No 214376 at https://register.fca.org.uk. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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Financial Conduct Authority: https://www.fca.org.uk

Financial Ombudsman Service: https://www.financial-ombudsman.org.uk

Money Advice Service: https://www.moneyadviceservice.org.uk

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