Friday, October 30, 2020

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Tag: annual review

Case Study – Ravesi vs National Australia Bank

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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

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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

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