Your context
Start with the changes in your household, work, property or business.
ICURA · SMART CONSULTATION
First, understand. Then, consider the next step.
A consultation starts with your situation and questions. There is no need to choose a product before that conversation.
Reviewing an existing policy?
Bring the policy schedule and a note of what has changed. The first conversation can clarify the review scope, adviser arrangements and any applicable fees before you decide on a next step.
WHAT A CONSULTATION INVOLVES
A clear, considered conversation.
Your questions
Identify the points you want explained and the documents that may help.
Human review
An adviser reviews the relevant circumstances and discusses what to consider next.
BEFORE WE SPEAK
Bring questions, not decisions.
- Your existing policy schedule, if relevant
- A short note of what has changed
- The questions you would like clarified
- Any correspondence connected with the matter