The purpose of this meeting is to discuss and understand your personal insurance needs and objectives. Based on the information you provide, we will prepare a personal Statement of Advice, which will include insurance recommendations.

Please allow up to 45 minutes for this phone meeting.

The purpose of this meeting is to discuss and understand the insurance needs and objectives for your practice. Based on the information you provide about your practice, we will prepare a Statement of Advice, which will include insurance recommendations.

Please allow 1 hour for this phone meeting.

Subsequent meeting to continue the advice process.