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Case Study 2

Life Insurance

Married couple, Tom (35) and Tina (33), own a home valued at $500,000 with a $380,000 mortgage. They have lifestyle expenses of $60,000 per annum. Tom earns $85,000 per annum and has $50,000 in superannuation. Tina earns $60,000 per annum and has $40,000 in superannuation. They asked their financial advisor to assess the financial impact in the case of an untimely death.

Client Demographics

Summary of scenarios examining the financial impact on the surviving partner with and without life insurance.

tom and tina client demographics

Scenario Comparisons

Detailed Prospera scenario comparison report examining Tina’s situation in the event of Tom’s demise.

tom and tina insurance scenario comparison

Scenario Comparisons

Detailed Prospera scenario comparison report examining Tom’s situation in the event of Tina’s demise.

tina insurance scenarios

Situation Without Insurance

Detailed Prospera wealth summary report detailing the outcome in the event that Tina dies without insurance.

tina dies without insurance

Situation With Insurance

Detailed Prospera wealth summary report detailing the outcome in the event that Tina dies with insurance.

tina dies with insurance

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