Sam Green, Protection Adviser at Prime Property Finance: From PERSONAL TRAGEDY to Helping Families PROTECT THEIR FUTURE

Protection isn't just about having an insurance policy. It's about making sure the people who matter most are financially secure if life takes an unexpected turn. In Episode 119, Gareth Morgan is joined by Sam Green, Protection Adviser at Prime Property Finance, who shares the personal experience that inspired his career after losing his mum at a young age. Together they discuss life insurance, income protection, critical illness cover, business protection, trusts, inheritance tax planning, and why protection should be part of every financial plan. In this episode, we discuss: ·       Sam's personal journey into protection advice. ·       Why protection is about far more than insurance. ·       Life insurance, critical illness and income protection. ·       Business protection and key person cover. ·       Using trusts to ensure benefits reach the right people. ·       Inheritance tax planning and protecting family wealth. ·       Common misconceptions around protection. ·       Why reviewing your cover regularly is so important. Whether you're a homeowner, business owner or property investor, this episode offers practical insights that could make a lasting difference to your family's future. If you'd like to discuss your protection needs or review your existing cover, Sam Green, Protection Adviser at Prime Property Finance, would be happy to help. Email: [email protected]: 07858 554777 Instagram: @sam_husky_protection Contact us now if you would like to know more Home - Prime Property Finance Disclaimer This podcast is produced by Prime Property Finance, an independent mortgage brokerage. The views expressed are for general information purposes only and do not constitute personal or financial advice. Listeners should avoid taking action based solely on the content discussed and are encouraged to seek advice tailored to their individual circumstances. The information shared reflects the personal opinions of the hosts and any guest speakers and does not necessarily represent the views of Prime Property Finance as a company. Prime Property Finance is not responsible for any losses or actions taken as a result of this podcast. Privacy Policy - Prime Property Finance