Tag: Claims
Case Study – Smoking Status
In this claims case study, the adviser shares the difficulties he encountered when lodging a claim for a client who had quit smoking prior...
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...
Case Study – Any Occupation TPD
In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...
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...
Case Study – My Own Claims Experience (Mark McNeany)
In this claims case study, adviser Mark McNeany shares his experience of having to make his own insurance claim, and the impact this had...
Case Study – Young Life Cut Short
In this claims case study, financial adviser, Ted Zappara, shares the heartbreaking story of how he lost his daughter at the age of just...
Case Study – My First Claim (Karyn Hilton)
Before becoming an adviser, Karyn Hilton worked as a nurse. In this claims case study, Karyn shares how this previous experience helped her identify...
Case Study – My First Claim (Craig Ball)
In this claims case study, succession and estate planning specialist, Craig Ball talks about how nervous he was when faced with his first claim,...
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...
Case Study – Insuring Your Friends
In this claims case study, an accident left the client totally disabled. He later died from the condition. The claimant in this case study...