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Case Study- Blinds Fitter 1 Director

Updated: Feb 9





This week, I want to discuss a case study for a client I have helped introduce employee benefits for.


I use the term employee benefit because company directors seem to forget they are an employee of their own business so I like to use this term so they know that leaving the employment world doesn't mean they cant access the world of protection, perks and rewards.


This director wanted to ensure they had sufficient cover in place in the event of death, critical illness and liked the idea of a private medical insurance policy to be seen privately should they need to as he is self-employed and cannot afford to be on waiting list if anything happens but also wanted to look at support for everyday expenses such as cash back at the opticians or for dental work. This client wanted to look at cover for himself but also a way to protect his children if they suffered from any accidents as well so if he needed to take time off work there would be some form of financial assistance.


The solution: We designed a package that protects his income if he is unable to work due to an accident or illness which prevents him from working (Income Protection)

We looked an introducing a death in service policy so his family will receive a lump sum in the event of his death (Relevant Life Insurance)

We implemented an accident plan to protect him and his daughters ( Accident and Sickness policy)

We looked at ways he could benefit from claiming back on every day expenses such as teeth cleaning and new glasses (Health Cash Plan)


If you are a small business owner that has left the corporate world and need to look at what ways you can protect yourself and have access to perks and rewards then contact me at fiona@pearlroseinsure.co.uk



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