TGN LIFE - Online Life Insurance Application

WELCOME. My name is George Bayley Principal of TGN Advisers

If you'd prefer to just get on and talk to me and get things done online CLICK HERE

Our aim is to accurately illustrate to you the effects the 'what-ifs' of life could have upon yours and your loved ones ability to live a dignified life both now and in the future and to suggest the options you have to protect your family and yourself.

As principal of TGN I have been involved in helping people from all walks of life manage their affairs, finances and protect their families since 1992.

In order to ensure that our time together is as productive as possible, please could I ask you to spend a few minutes completing the online form below. I work hard to ensure that the process of working with TGN is as smooth but equally and most importantly as thorough as possible. I just need a few details to get the process started, we will use this information to commence building a picture of your lifetime cash flows in a graph format through to age 100 as illustrated below, this is the starting point of calculating where your risks are, and providing an evidence based process upon which you can then make informed decisions ...

Once you have completed the form below, the next step is to have a meeting to review your current cover and build out your plan. Our initial meeting will be on Zoom this will give you the opportunity to see how we work and whether you wish to continue your journey with us. There is no pressure or obligation to do anything.

Please make an appointment here, and I look forward to meeting you shortly.

If you would like to talk to me prior to making a booking I would be delighted to discuss what we do and how we might be able to work together, please call me on -

George Bayley - 029 436 7432
Person 1 Information
Person 1*

First NameLast Name
Person 1 Date of Birth

MonthDayYear
Date
Mobile Phone Number - Person 1 *

Area CodePhone Number
Person 1 Email
example@example.com
Person 1 Salary
Person 1 Occupation
Person 1 Smoker

NoYes
Person 1 height
Person 1 weight
Person 1 - do you have a current Will?

YesNo
Person 2 Information
Person 2

First NameLast Name
Person 2 Date of Birth

MonthDayYear
Date
Person 2 Mobile Phone Number

Area CodePhone Number
Person 2 Email
example@example.com
Person 2 Smoker

NoYes
Person 2 Occupation
Person 2 Salary
Person 1 height
Person 1 weight
Person 2 - Do you have a current Will?

YesNo
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Home value
Mortgage amount
Any other debt?
Current value of any other assets including savings and Kiwisaver (with brief description please)
Any other information you consider important eg. health issues that may effect insurance, plans to move home, getting married, family, retirement, upcoming big expenses -
Please take a photo of any current documents you would like to submit here, or scan and send to george@tgn.co.nz or txt to 029 4367432-
Please take a photo of any further documents you would like to submit here -
Authority to provide information Form - explanation

The form below is for you to grant TGN Advisers the authority to talk to your current insurer about your cover BUT DOES NOT allow us to change anything, the authority only lasts for a short time.

Please also indicate which insurances you would like us to review for you.

Instructions - please fill in this form and sign on the screen using a touch screen device such as a smartphone or tablet. If you do not have access to one then please scroll to the bottom, download, fill in and scan the pdf back to george@tgn.co.nz
Authority to provide information

TGN Advisers
TGN Advisers have been instructed to assist me/us with financial advice.

Please record this and provide any requested information, including medical information, as soon as possible. This authority releases you from associated claims under the Privacy Act 1993. Please treat a fax, scan, email or photocopy of this authority as if it was an original and it is not necessary to contact me/us in regards to this.
Person 1 Signature

Clear
Person 2 Signature

Clear
Todays date

DayMonthYear
Date
Types of Insurance to review - there is no charge

LifeTraumaTotal Permanent DisabilityIncome ProtectionMortgage ProtectionMedicalHouseContentsCar
Life Insurance Companies

AIAAMP , AXAANZASBAsteronBNZCignaFidelityKiwibank , KiwisureOnepathPartners LifeSovereignPolice AssociationWestpacOther
Medical

AccuroMASnibSouthern CrossAIAUnimed
Home and Contents

AAAMIStateTowerVeroNZIOther
Our Privacy Policy

We ensure all information is kept securely.
We only share and use information as per the agreed purpose.
We only collect personal information necessary for the services being provided and ensure that the client knows that their information is available anytime they wish to view it.
We ensure that client information is retained and stored in a secure environment.
When we collect client information, we explain the reasons why the information is collected and how it will be used.

We don’t give out any personal information, unless we know exactly who’s asking for it, why they want it and that they are authorised to have it.
We don’t breach client confidentiality.
We don’t collect information that isn’t required to complete the services we agreed with the client.
We don’t leave client information visible for other people to see.

Terms of Engagement

'Working with TGN' document please read and confirm as read here if you have not already done so - thank you.
Thank you very much for taking the time to fill out this form, finally if you haven't already please make an online meeting time to finalise your application

CLICK HERE to make a online meeting time.
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WELCOME. My name is George Bayley Principal of TGN Advisers

Authority to provide information