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broadbench
Confidential Recommendation
Dear Amanda,
Apologies for sending this across a little later than planned. As promised, I have prepared a detailed recommendation for Key Person Critical Illness Cover for AJ Design Group Limited, covering both yourself and James.
Rather than leaving this as a plain email, I have drafted it into a private webpage that brings everything together clearly in one place: the products, the indicative costings, the tax efficiency breakdown, and the supporting documentation from Vitality.
Nothing is set in stone. The figures are indicative and based on our initial conversation — the sums assured, terms, and structure can all be adjusted. I look forward to our call at 10:00 tomorrow where we can go through everything together.
Please take your time to review everything at your convenience, and do not hesitate to get in touch if you have any questions in the meantime.
Kind regards,
Mike Cooke
Broadbench
This email and the linked recommendation page are confidential and intended solely for the named recipient. Broadbench is a trading style of Broadbench Ltd, authorised and regulated by the Financial Conduct Authority. The information provided does not constitute a personal recommendation. Cover is subject to underwriting and acceptance by the insurer.