Individual

Protection
Savings
Critical Illness
Pensions
Income protection insurance
Private Medical Insurance
Dental Plan
Long-Term Care
Unemployment, Accident & Sickness
Selling Your Policy
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Business

Key Person Insurance
Partnerships
Directors' Share Protection
Company Medical insurance
Group life/income Schemes
Pensions
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Useful Information

Request for information
Terms of Business
Personal identification
Protection Planning Questionairre
Budget Planner
Useful Links

Budget Planner

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	Take home pay (after deductions)
Main salary/wage	£
Second salary/wage	£
Other income (please specify)	£
	£
	£
Total net income	£

		Montly expenditure
Mortgage repayments		£
Life assurance		£
House keeping (shopping, clothes etc)		£
House maintenance		£
Transport (car expenses etc)		£
Insurance (household buildings, contents etc)		£
Gas		£
Electricity		£
Telephone		£
Council Tax		£
Water Rates		£
Ground rent		£
Services charges		£
Video/TV rental		£
TV Licence		£
Holidays		£
Entertainment		£
Other		£
		£
		£

Other commitments (Existing debts to be included)
With	(Balance £	£
With	(Balance £	£
With	(Balance £	£
Total expenditure		£

INCOME LESS EXPENDITURE		£

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