Thursday, February 27, 2020

Tag: Cancer

Case Study – Swansson v Harrison

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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

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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

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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

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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:...

Case Study – My Own Claims Experience (Ben Day)

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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)

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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

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In this claims case study, Melbourne adviser, Aaron Zelman, shares the difficulties he encountered managing a claim for a client who spent most of...