Wednesday, June 3, 2020

Tag: male

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 – The Value of Pre-assessments

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This case study focuses on the underwriting process, and the value of utilising pre-assessments. It is designed to help advisers improve their process, their...

Case Study – Unsuccessful Job Applications and their Impact on TPD

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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

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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

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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

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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 – 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 – Insurance For Miners

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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

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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…