Yitz Sandler

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

My professional life began as a rabbi working in the charity sector for the Jewish community, as a teacher and fundraiser, and then went into business in the financial services sector to better support my growing family.

After many successful years as a protection (life insurance) adviser, I qualified through the CII with a Diploma in Financial Planning, initially as an independent adviser but ultimately joined Quilter Financial Advisers on the merit of the outstanding platform that they provide for client support, providing the widest breadth of resources, and specialist expertise in all fields that I would never have been able to provide in my previous IFA role.

As a Quilter adviser, I am more able to focus my attention on client needs in the most personal way, confident that the solutions provided have been fully researched and analysed by experts in each particular field. Through the Quilter platform, I can provide my clients with easy access to the fund managers and analysts that give all the tools necessary to give best client experience in this outstanding business.

If not in the office, you’ll find me out on my road bike. Otherwise I’ll be tucked in at home enjoying the company of my wife, my five kids and growing number of grandchildren.