Tuesday, December 7, 2021

Tag: Claims

Case Study – Smoking Status

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In this claims case study, the adviser shares the difficulties he encountered when lodging a claim for a client who had quit smoking prior...

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 – Any Occupation TPD

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In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...

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 Own Claims Experience (Mark McNeany)

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In this claims case study, adviser Mark McNeany shares his experience of having to make his own insurance claim, and the impact this had...

Case Study – Young Life Cut Short

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In this claims case study, financial adviser, Ted Zappara, shares the heartbreaking story of how he lost his daughter at the age of just...

Case Study – My First Claim (Karyn Hilton)

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Before becoming an adviser, Karyn Hilton worked as a nurse. In this claims case study, Karyn shares how this previous experience helped her identify...

Case Study – My First Claim (Craig Ball)

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In this claims case study, succession and estate planning specialist, Craig Ball talks about how nervous he was when faced with his first claim,...

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 – Insuring Your Friends

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In this claims case study, an accident left the client totally disabled. He later died from the condition. The claimant in this case study...