Macquarie Sumo

Offering a unique combination of product, service and benefit levels that make it stand apart from anything else currently available in the Australian market, Macquarie Sumo offers you an opportunity to attract the most discerning clientele.

Not only does Macquarie Sumo provide your clients with a level of cover not easily attainable elsewhere in the Australian market, but we have taken steps to help ensure the application process is as easy and hassle free as possible.

Wealth Protection

Your clients are successful and with that success brings a requirement to protect their lifestyle. Macquarie Sumo provides a wealth protection solution that may help reduce their exposure to drastic lifestyle changes or the sale of assets should they suffer from an injury, illness or worse.

Making it smoother

We have removed some of the barriers you have traditionally faced when trying to ensure your client’s application completes. We will take responsibility for arranging all medical appointments that your clients require and will organise their transportation to and from the appointments to make the whole process smoother and minimise disruption to their busy schedules.

Access to experts

To help make the underwriting process more efficient and clearer, we have established relationships with experts in the field of forensic and tax accounting who can be called upon if required to help analyse the complex financial structures often employed by your clients. This will be a valuable resource to help you determine and justify the levels of cover that your clients actually need. We can arrange for an expert accountant to deal directly with your client’s own accountant or alternatively they can attend a financial appointment with your client if you so wish.

Priority service

Macquarie Sumo applications will be treated as a high priority by our underwriting and administration teams, helping to make the process quick and easy so your clients are covered as soon as possible. To ensure you get the response you need, when you need it, we have a dedicated phone number and email address for Macquarie Sumo application queries.

Sumo Marketing Resources

We know that helping clients select the cover they need can be easier with the right support.

That is why we are developing a range of new marketing tools for Macquarie Sumo, so you can recommend this unique style of life insurance to your clients with confidence.

Brochures

 

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