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Tag Archives | Charter Financial Planning

Case Study – An Unidentified Claim

In this claims case study, a couple, both medical practitioners, who were referred to the adviser for a review of their insurances discovered they were entitled to an additional claim payment. It demonstrates the value an adviser can bring at time of claim, and why clients need to notify their adviser of any occurrence they […]

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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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