Thursday, May 30, 2024

Tag: Charter Financial Planning

Case Study – An Unidentified Claim

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

In this claims case study, the adviser shares how he was able to secure an additional benefit for his client, based on the date...