Auckland City Brokers Ltd receives commission from Life Insurance Companies for the placing of risk business. The amount of commission varies between companies and rates are shown in our disclosure document. Our primary concern is for the client. Commission plays no part in our decision as to where business will be placed.
Scope of Insurance Services Available
- Express:- A Transactional Life-based Scope of Service, restricted to the provision of advice regarding product selection only, based on the clients instructions as to the types, levels and basis of insurance required.
- Express+ (plus):- A Limited Scope of Service restricted to the provision of advice regarding.;
- Insurance Product selection and
- Limited financial advice regarding the life insurance risks to be considered and Financial objectives that should be considered, so that the client can issue instructions regarding the types, levels and basis of insurance to be implemented.
- Premier Life Risks Contingency Plan:- A Comprehensive Life-based Scope of Service incorporating the collection and analysis of personal and/or business financial data, an in-depth discussion of needs and objectives as these relate to life-risks.
The client will be provided with a full written Life Risks Contingency Plan covering all aspects of health, disability and life insurance requirements.
The cost of Premier scope of Service is $750+ GST. A rebate of $500 will be offered if an insurance contract is subsequently put in place.
