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Group

Daniel Waugh from ADVIES Financial Planning introduced us to Norla Ltd.

They had an existing company scheme via WPA which 17 members of staff had joined the scheme. We replaced the cover to PruHealth for a lower premium per person.

Thus saving the client money and also arranged a 25% profit share for the client so that they may benefit from a good claims experience, and included a cash back facility for all staff encouraging them to participate in a healthier lifestyle. The scheme now has attracted 50 members of staff and their family and will generate.
Individual

Mr Alldred from Lancashire was introduced to us by his Mortgage Broker. He had a BUPA family comprehensive plan costing £160 per month.

PMI Partners ‘switched’ it to AXA PPP on a no worse terms basis (even taking into account his medical history and previous claims at a premium of £108 per month.

Saving £624 this year 32%

The commission generated was £648 of which 33% £216 went to the Mortgage Broker simply for passing us the client’s name and telephone number.

 

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PMI Partners is a trading style of Assured Futures Limited. Authorised and regulated by the Financial Conduct Authority.
Registered address Ellenborough House, Wellington Street, Cheltenham, Glos, GL50 1AP No.3040737. Calls may be recorded.