Tag Archives | annual review

Case Study – Ravesi vs National Australia Bank

In this legal case study, the client, Paul Ravesi, successfully argued that he was entitled to damages because his adviser, Peter Moore, an employee of the National Australia Bank (NAB), failed to take out the correct insurance policies on his behalf. Mr Ravesi suffered a serious accident, for which he was entitled to claim on […]

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Case Study – The Importance of the Date When Diagnosed with Terminal Illness

In this claims case study, the adviser shares how he was able to secure an additional benefit for his client, based on the date on which their illness was first diagnosed. At a glance Provided by: Robert Bonifacio, MDRT member Business: Essential Financial Services Licensee: Charter Financial Planning Clients: Bob and Mary* Claim type: Life […]

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Insurance How To – Positioning Client Reviews

This Insurance How To provides very useful tips to help advisers highlight the importance of ongoing communication between themselves and their clients. It also covers how to position annual reviews, and lists the kinds of triggers that can prompt an insurance review. At a glance Provided by: Sue Laing Business: The Risk Store Topics covered: annual […]

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