Tag: Death
Case Study – Binding Death Benefit Nominations and Avoiding a Family Feud
This case study highlights the value of Binding Death Benefit Nominations and what can happen if they are not implemented…
At a glance
Provided by: Townsends...
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...
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....
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
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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...
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 (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...