Insurance Planning Support
Protecting What Matters Most
At J. Knobel Investor Services Limited, we recognize that risk management is an essential part of any comprehensive financial plan. Through our network of licensed insurance professionals, we help you access tailored insurance solutions that support and strengthen your long-term financial goals.
Expert Support, Trusted Partners
While we do not offer insurance products directly, we connect you with vetted professionals who are licensed to advise and arrange:
Life insurance
Health and critical illness coverage
Income protection
Business insurance solutions
Long-term care and legacy planning
Each professional operates independently and under full regulatory compliance, ensuring you receive qualified, trustworthy advice.
How We Support Your Insurance Planning
Needs-Based Coordination
We help you:
Identify potential gaps in your financial safety net
Understand how insurance can protect your wealth strategy
Prepare for life events like parenthood, business succession, or retirement
Integration with Investment Planning
Our advisory team works with your insurance advisor to align your coverage with your investment and estate plans, including:
- Covering liabilities that may impact your wealth
- Supporting intergenerational planning with appropriate protection
- Aligning premium structures with your cash flow and goals
What Our Network Can Help With
- Life & term insurance solutions
- Investment-linked policies
- Tax-efficient estate protection
- Cross-border or expatriate coverage
- Business key person or shareholder protection
All services are delivered by licensed third-party professionals, coordinated through our trusted network.