Tag Archives | pro bono

Case Study – Powerful Client Letter

This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that advisers deliver every day to individuals faced with genuine hardship. As the adviser points out, successful client relationships and client outcomes are at the centre of what advisers do, and technical […]

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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 Submitted by: Mark O’Leary Business name:  Eluvia Licensee: Hillross Clients: Family who lost husband and father to cancer Claim type: Death cover, terminal illness benefit In detail “Why do it? It’s a damn […]

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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 – 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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