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Tag Archives | female

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 – 30 Year Old Stroke Victim

This claims case study is told from the point of view of the customer, Sam Benjamin. His wife, Erin, suffered a stroke shortly after her 30th birthday. Sam and Erin did not have a financial adviser, and Sam was left to manage the claim process alone, while dealing with the emotional stress of nearly losing […]

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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 through an industry super fund. It highlights the complexity of claims for group insurance inside superannuation, particularly when looking at the ‘any’ versus ‘own’ occupation definition. At a glance Provided by: […]

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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 22. As an adviser, he had previously insisted all his children take out life insurance, and he shares how this approach means his granddaughter will be provided for well into her […]

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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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Case Study – Interpreting the Policy Intent (Example 2)

In this claims case study, the claimant was denied a TPD payment as her specialist did not believe she would be unable to work again. The dealer group was able to negotiate an overturn of the insurer’s original decision to decline the claim by contacting an alternative medical specialist. It demonstrates the importance of building […]

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