Tag Archives | Financial Wisdom

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 – Adviser Comes to Rescue of Breast Cancer Sufferer

This case study details the pro bono work of Western Australian adviser, Rebecca Newton, who won the pro bono category Award in Financial Wisdom’s 2010 Value of Advice Awards. It highlights how advisers can add value during the claims process and how claims impact the family of the claimant, as well as the life insured. […]

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