Wednesday, February 26, 2020

Tag: Charter Financial Planning

Case Study – An Unidentified Claim

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In this claims case study, a couple, both medical practitioners, who were referred to the adviser for a review of their insurances discovered they...

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...