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 – Ravesi vs National Australia Bank
In this legal case study, the client, Paul Ravesi, successfully argued that he was entitled to damages because his adviser, Peter Moore, an employee...
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...