Saturday, June 22, 2024

Tag: annual review

Case Study – Ravesi vs National Australia Bank

In this legal case study, the client, Paul Ravesi, successfully argued that he was entitled to damages because his adviser, Peter Moore, an employee...

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...

Insurance How To – Positioning Client Reviews

This Insurance How To provides very useful tips to help advisers highlight the importance of ongoing communication between themselves and their clients. It also...