Tag: female
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 – 30 Year Old Stroke Victim
This claims case study is told from the point of view of the customer, Sam Benjamin. His wife, Erin, suffered a stroke shortly after...
Case Study – Any Occupation TPD
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 – Young Life Cut Short
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)
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 – Managing an International Claim
In this claims case study, Melbourne adviser, Aaron Zelman, shares the difficulties he encountered managing a claim for a client who spent most of...
Case Study – Interpreting the Policy Intent (Example 2)
In this claims case study, the claimant was denied a TPD payment as her specialist did not believe she would be unable to work...