Season 5 · Episode 11
511c life insurance inside vs outside super, income protection, TPD, trauma, salary sacrifice + more (campfire chat with Phil Thompson)
Adviser and friend of the show Phil Thompson joins Glen to unpack a ton of great questions from the m3 community. They touch...
money money money · Glen James
March 23, 20221h 22mbonus
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Show Notes
Adviser and friend of the show Phil Thompson joins Glen to unpack a ton of great questions from the m3 community. They touch on:
👉🏻 personal insurance in super vs out of super
👉🏿 tax on TPD pay outs
👉🏾 salary sacrificing into super to cover premiums
👉🏼 how does your health history impact your ability to get cover?
👉 I’m single, have assets and no dependants, do I need life insurance?
👉🏽 how do exclusions work and how long do they last?
👉🏿 having multiple policies
👉🏻 level vs step premiums
👉🏾 when do you need income insurance?
👉 what are your options if you can’t get insurance?
👉🏿 changing your level of cover
👉🏻 which insurances should families prioritise?
👉🏾 some wild stats about the likelihood of trauma events occurring
👉🏼 de-linking your insurance from super
Learn more about life insurance in the deep dive episodes below.
To speak to Phil or one of our trusted advisers click here.
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