Tag Archives | Cancer

Case Study – Swansson v Harrison

In this legal case study, Richard Swansson (plaintiff) successfully sued the adviser, Russell Harrison, and his licensee (Synchron) for damages of nearly $1.5 million because an act of non-disclosure left him uninsured. Mr Harrison has subsequently made changes to his client disclosure processes, and shares these below. (more…)

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Case Study – CFP v Couper

This legal case study deals with a client who switched his life insurance cover from one company to another, on the advice of his adviser. He was left uninsured when the new insurer voided the contract due to non-disclosure issues. The court concluded that the adviser was negligent and engaged in misleading or deceptive conduct, in […]

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Case Study – Powerful Client Letter

This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that advisers deliver every day to individuals faced with genuine hardship. As the adviser points out, successful client relationships and client outcomes are at the centre of what advisers do, and technical […]

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Case Study – Pro Bono Advice

In this claims case study, the adviser shares how he offered his services pro bono to a family dealing with cancer. At a glance Submitted by: Mark O’Leary Business name:  Eluvia Licensee: Hillross Clients: Family who lost husband and father to cancer Claim type: Death cover, terminal illness benefit In detail “Why do it? It’s a damn […]

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Case Study – My Own Claims Experience (Ben Day)

In this claims case study, an ex-adviser shares his experience of having to make his own insurance claim, and the impact this had on his view of the advice industry. At a glance Provided by: Ben Day Business name: Risk Sales Tools Date of claim: November 2010 Claim type: Income protection and trauma In detail […]

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Case Study – My First Claim (Susan Jackson)

In this claims case study, adviser Susan Jackson talks about her first claim experience, in which the client unfortunately had no cover.  She also shares the learnings she subsequently applied to her business. At a glance Submitted by: Susan Jackson Business: Executive Director, Women’s Financial Network Client: female, passed away from cancer In detail Susan was only […]

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Case Study – Managing an International Claim

In this claims case study, Melbourne adviser, Aaron Zelman, shares the difficulties he encountered managing a claim for a client who spent most of her life living outside Australia. At a glance Provided by: Aaron Zelman Company: MediBroker (Founder at LifeScope Advice) Client: Female, UK ex-pat, diagnosed with cancer Claim type: Trauma In detail Mr Zelman was […]

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