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EXAMPLE CLIENT - Insurance

Product Type Term / Combined Cover
Provider Legal & General
Policy Number 965214
Policy Holder Terms S(MR)
Start Date 22/04/2000
Maturity Date 22/04/2025
Sum Assured 250000
Premium 35
Frequency Monthly
Risk Level 0
Benefits Life cover held with primary reason to pay off mortgage on holiday home
Under Trust Yes, policy is under trust.
Beneficiary
Waiver Of Premium Yes, there is a waiver of premium.
Deferred Period
Term 25
Index Linked No, policy is not indexed linked.
Paid Up Plan No, policy is not paid up.

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INSURANCE DETAILS


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