Tag: Cancer
Case Study – Swansson v Harrison
In this legal case study, Richard Swansson (plaintiff) successfully sued the adviser, Russell Harrison, and his licensee (Synchron) for damages of nearly $1.5 million...
Case Study – CFP v Couper
This legal case study deals with a client who switched his life insurance cover from one company to another, on the advice of his adviser....
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...
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
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Case Study – My Own Claims Experience (Ben Day)
In this claims case study, an ex-adviser shares his experience of having to make his own insurance claim, and the impact this had on...
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...
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...