Jeremy and Tania's Life Insurance Story
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“Having Life insurance in place gives us total peace of mind. If one of us dies, we know our family will be taken care of” |
The last decade has been busy for Jeremy and Tania - they’ve had 3 kids - Carter (eleven), Emily (eight) and Finn (five) and are now living in their second home. They’ve worked hard to get to this point, Jeremy is a Lawyer and recently had a step up in his career, and Tania has worked part time as an Account Manager since she started having children. Life is a juggle but they are proud of what they have achieved.
Last year Carter started at a private school and Tania is keen for Emily to also go to a private secondary school. 4 years ago the pair bought their family home and now have debt of $700K. Jeremy earns $140,000 and Tania $40,000. Jeremy’s conscious that with the kids all at school and the debt that they are still paying off, life could be very difficult for Tania if he was to die.
Tania and Jeremy’s Canopy adviser met with them one evening after work and went through their situation with them in detail. Together they decided on the best way to structure their insurance portfolio. Their adviser offered them insights and recommendations about what could become a priority if one of them dies. He provided advice regarding how much additional cash they could need – even after they had paid off their mortgage. Jeremy and Tania were relieved to get everything sorted with the help of an experienced adviser. It saved them time and answered many nagging worries – now they both feel that they have a watertight plan if one of them died.
Last year Carter started at a private school and Tania is keen for Emily to also go to a private secondary school. 4 years ago the pair bought their family home and now have debt of $700K. Jeremy earns $140,000 and Tania $40,000. Jeremy’s conscious that with the kids all at school and the debt that they are still paying off, life could be very difficult for Tania if he was to die.
Tania and Jeremy’s Canopy adviser met with them one evening after work and went through their situation with them in detail. Together they decided on the best way to structure their insurance portfolio. Their adviser offered them insights and recommendations about what could become a priority if one of them dies. He provided advice regarding how much additional cash they could need – even after they had paid off their mortgage. Jeremy and Tania were relieved to get everything sorted with the help of an experienced adviser. It saved them time and answered many nagging worries – now they both feel that they have a watertight plan if one of them died.
Find out more about our insurance policies
Ready to start thinking about an insurance policy? Remember, we are here to help every step of the way.
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Life Insurance
Life insurance is the most important personal insurance option.
If you die or are diagnosed with a terminal illness that leaves you with less than 12 months to live, your family will receive a lump sum. Find out more |
Total and Permanent Disability Insurance
Total and Permanent Disability insurance gives you the peace of mind
that if you are unable to work due to disability, you will receive a lump sum payout. Find out more |
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Trauma Insurance
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Income Protection Insurance
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Trauma insurance (sometimes called Living Assurance or Critical Illness cover) pays out a one-time sum of money in the event of a life-altering sickness or stroke. This is designed to provide financial support during a recovery period.
Find out more Mortgage Protection Insurance
In the event that you are unable to work because of a serious injury or illness, this cover will pay your mortgage payments for you until you can return to work.
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If you are unable to work due to illness or an accident, Income Protection insurance will ensure that you can still pay your living expenses.
Find out more Medical Insurance
Medical insurance means that you can access the best of medical care when you need it most. Talk to us about what is right for you and your family.
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For advice or help, talk to an experienced adviser
Arrange a consultation with one of our advisers. We will help you decide what is the right insurance for you and can discuss how much cover you will require. |
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