Friday, June 5, 2020

Tag: Death

Case Study – Binding Death Benefit Nominations and Avoiding a Family Feud

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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 – Swansson v Harrison

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In this legal case study, Richard Swansson (plaintiff) successfully sued the adviser, Russell Harrison, and his licensee (Synchron) for damages of nearly $1.5 million...

Case Study – CFP v Couper

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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 – Pro Bono Advice

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In this claims case study, the adviser shares how he offered his services pro bono to a family dealing with cancer. At a glance Submitted by:...

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...

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 (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...