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Partnership Insurance
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Jan Van Leeuwen, Director with IQ Digital Signage Ltd. Life Goals have provided us with excellent advice and service. I would recommend them unconditionally

Billy Griffin, Director - Artisan Image Solutions Ltd. Life Goals have worked extremely hard to organise a pension backed mortgage for me and secured finance that I don't believe I would have secured elsewhere. They are trustworthy, honest and of the highest integrity. I would highly recommend Life Goals to any prospective client. October, 2009

Volker Lorenz, General Manager, Amadeus Ireland Life Goals have been advising Amadeus Ireland in terms of pension fund management, as well as with staff benefits. I would highly recommend their services to anyone seeking financial advice, both professionally and privately.

Ian Kelly National Sales Manager at John Guest Speed Fit "I am very happy with Lifegoals after meeting with them I certainly feel better and I have a healthier idea of how to plan for the future" September 2011 September 2011

Noel King MD - ECO Seal Insulation Ltd

"I would recommend Lifegoals to any of my friends. After evaluating my current status I maintained my benefits and at the same time gained significant savings."

October 2011   

 


Paul Kearney - Managing Director PK Printing Ltd

"I have been dealing with Life Goals for the last 7 years. In that time I have found their expertise to be hugely beneficial from a tax saving point of view and protecting and maximizing investment returns. I would have no problem recommending them in the future" November 2011

 


Noel Lynn MD - Wired Technologies Ltd

"I have found Lifegoals professional, friendly and give a great service. I have recommended Lifegoals to anyone who needs their services. It cost me nothing and I gained from meeting with them." November 2011


 

Martin Stowe, Kilkenny
 
We have dealt with our Consultant from Life Goals for many years and, throughout that time, his service and assistance has been outstanding in every respect. 
 
When I wanted to purchase Life & Serious Illness Cover, we received excellent advice and every question and concern we had was answered thoroughly. Every detail was explained in a way which we could clearly understand.
 
When I unexpectedly needed to avail of the Serious Illness benefit 12 months ago, the turnaround time from claim to payment was incredibly swift due to the daily involvement of our Consultant.  
 
Having such a policy in place was of great benefit in my recovery.
 
I would definitely recommend Life Goals to my family & friends. Their Consultants are personable, understanding and hardworking.
 
Our Consultant handled this very stressful situation with skill and an incredibly astute sense of the issues. October 2011


 

Ger O Byrne, Product Manager, An Post
 
We have dealt with Life Goals for a number of years and during that time have received advice on a multitude of Pension & Investment options.  In that time, we have always received good solid advice. 
 
We have full confidence in our Consultant's opinion and product knowledge whenever we are looking for Life Assurance or Investment advice.
  
If we are interested in specific products, our Consultant researches many options and provide a detailed comparison of each, explaining the pros & cons. 
 
He meets us at our convenience and we prefer the personal touch rather than dealing directly with larger companies.
 
I would highly recommend the services & advice provided by Life Goals.
 

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Where two or more people are working together in a trade or profession, Partnership Insurance makes funds available to provide financial compensation to the successor and the estate of a Partner who may have died or had a serious illness and is no longer part of the partnership 

 

This type of cover will help to maintain positive relationships, both in running the partnership and also with the partners estate and his successor
 

The remaining partners may wish to continue on with the business or cease trading, while at the same time ensure their partners successor and estate will be looked after financially

 

Partnership Insurance makes the funds available to facilitate all of these scenarios.  

 

Please see summary below of how the cover is set up

 

Partnership Insurance & three Points to Consider

  1. If a Partner dies or has a serious illness
     
  2. Insurance cover delivers funds to the Partners
     
  3. The insurance funds enable surviving Partners to purchase any inherited shares from the partners Successor 

 

The Cover - when two or more people are working together in a Trade or Profession

  • Life Cover including Serious Illness Cover  is set up for each Partner
     
  • A Partner dies or has a serious illness
     
  • The insurance cover releases funds to the surviving Partners

 

The Benefits

  • The funds helps to ensure that their are no negative financial consequences.

    Before you make up your Mind

    We can help you make it Right

     
  • The deceased Partners Estate is compensated for his / her share of the partnership
     
  • Partnership can continue to work and build the business

     

Quotes for Partnership Insurance

  • Normal life insurance and serious illness protection plans can be used
     
  • Quantifying the amount of cover will need a meeting and needs analysis
     
  • To Get a Quote, follow this link for an immediate response

 

Revenue Rules and the Legal requirements

  • Life Goals Financial Services are qualified to advise on all aspects of Partnership Insurance
     
  • We work with legal and tax advisers to put the correct business cover is in place
     
  • Ensure that it is aligned with all Revenue Commissioner rules and Legal requirements 

 

    We would be delighted to offer you our friendly advice and expertise

 
    To take us up on this offer at anytime, please Contact Us

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Member of PIBA, Professional Insurance Brokers Association. Registered Office: 107 Q House, Furze Road, Sandyford, Dublin 18. Registered in Ireland No: 364827

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