Dave Pohl & Associates is a truly independent Financial Service Provider. Whilst we deal for all the major Insurance Companies, we owe no allegiance to anyone. This means that our advice is impartial with the overriding aim to Treat Clients Fairly.
Duties and compute a final figure to cover any shortfall.
To protect your family in the event of untimely death, we will undertake an in-depth Financial Needs Analysis, taking into account your current assets and liabilities. We also include present and future financial needs including education and medical aid. Finally we factor in all Estate costs including Executor Fees, Capital Gains Tax and Estate
We then request quotes from all reputable Insurance Companies to cover any shortfall.
We will monitor the adequacy of clients risk cover at our annual client review where another comprehensive analysis is undertaken.