Life Insurance

“Protecting your family financially is one of the most important steps you will take. We always ask you to consider whether your family could manage financially if you were no longer here.”

Rebecca Egerton Mortgage Adviser and Equity Release Adviser

Rebecca Egerton Cert CII (MP & ER)

Mortgage Adviser

exchange wealth management mortgages equity release protection insurance financial planning liverpool merseyside

Life insurance is a policy that pays out a cash lump sum to your loved ones when you pass away. Many people take out a life insurance policy when they have a mortgage as a way of providing peace of mind to their loved ones. There are different types of life policies available and like many insurance policies they are easily available to buy. However, we do recommend taking advice from a professional to talk you through the different options for life cover available to you based on your individual needs and the financial support they would provide in the event of your death.

Get in touch with our team of experts

✓ Independent, whole of market financial protection advice

✓ Years of experience in providing life insurance advice

✓ Face to face service in the comfort of your own home

✓ Real life experience of serious illness cover helping families

✓ Appointments in your place of work to explore group schemes

✓ Complimentary review of your current business cover

✓ Excellent customer service proven by client testimonials

✓ Peace of mind arranging your finances through a professional

✓ Confidence that we have explored all options available to you

✓ Promise to recommend policies with an excellent claims service


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