Tag: Claims
Case Study – Binding Death Benefit Nominations and Avoiding a Family Feud
This case study highlights the value of Binding Death Benefit Nominations and what can happen if they are not implemented…
At a glance
Provided by: Townsends...
Case Study – Unsuccessful Job Applications and their Impact on TPD
In the case of Birdsall v Motor Trades Association of Australia Superannuation Fund Pty Ltd and MetLife Insurance Limited, the Supreme Court of New...
Case Study – Ward v MetLife
In this legal case, the plaintiff sued his insurer after his group salary continuance claim was discontinued because he was deemed to be no...
Case Study – FOS Determination – Income Protection Offset
This case looks at a dispute between a claimant and their insurer, which was resolved by the Financial Ombudsman Service in June 2014. The...
Case Study – Preston v AIA Australia
In this legal case, a carpenter who took out a life insurance policy with AIA Australia, took the insurer to court for refusing to...
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 – Insurance For Miners
This case study, provided by AMP, looks at some of the issues insurers need to address when considering the insurance cases of mining employees.
At...
Case Study – Why I Became An Adviser
Risk Management, Estate Planning & Business Succession Specialist, Mark Everingham, watched his family struggle financially after his father suffered a heart attack. The experience would have a significant impact on Mark’s future career path, as he shares here…
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 – Smoking Status
In this claims case study, the adviser shares the difficulties he encountered when lodging a claim for a client who had quit smoking prior...