Optima Financial

***If you can’t work***

In the first of a new series of short videos we outline the benefits of Income Protection and why one should take it out.

How would you cope financially if you were unable to work due to an accident, injury or illness?


Ask yourself …..
• How long would your employer pay you if you were on prolonged sick leave?

• How would you or your family cope financially after that?


Protect your income…


Terms and conditions apply. Benefits are subject to underwriting and acceptance by the life assurance company.

Glencool Financial Services t/a Optima Financial is regulated by the Central Bank of Ireland


Feel free to give me a call to set up a meeting to discuss your needs at a time that suits you on 0879914902.

I look forward to speaking with you.

0879914902
[email protected]
https://lnkd.in/eHNne9b

Estate Planning

People are thinking now, more than ever, about what will happen when they die.

As part of this process, they have started thinking about what they want to happen to their assets when they die, and with this has come the awareness that, for some of their beneficiaries, there might be tax to pay.

Attached below is a short video on how this taxation works and how a Section 72 policy may be a solution. Please feel free to contact us for further information

0879914902
[email protected]

https://lnkd.in/gfyNgsBx

Glencool Financial Services trading as Optima Financial is regulated by the Central Bank of Ireland.