Insurance Policies - No Advice Commission Refund Service
Insurance policies such as
- Income Protection Insurance
- Salary Continuance Insurance
- Death Insurance
- Total & Permanent Disability TPD Insurance
- Trauma Insurance
- Disability Insurance
Can have a trailing commission between 5% and 30% of
your policy. For example, if your premium is $1,500 per year you
could be paying between $75 and $500 in trailing commission. By
nominating Refund Easy you could receive this amount paid to you
in quarterly installments less the Refund Easy monthly fee.
For those with Existing Insurance Policies
Simply nominate Refund Easy as your broker. Please complete a separate form for each platform you have.
By nominating Refund Easy as your broker it does not alter your investment in any way.
- it will not trigger any capital gains tax issues
- you will still own and control the investment/policy
- Refund Easy cannot transact on your investment
- You will now receive a quarterly cheque for the trail commission less our monthly fee across all your investments (not per investment)
- No extra fees or charges are levied on your policy.
New Insurance Policies.
We understand it's all about choice, so we will
lodge insurance applications on your behalf with
no entry fee on a no advice basis.
(Click here for
No Advice Insurance Application Service.)