Tuesday, December 7, 2021

Tag: male

Case Study – Ravesi vs National Australia Bank

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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

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This letter was sent to the adviser by the mother of a 27 year old man, diagnosed with cancer. It demonstrates the value that...

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 – 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 – 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 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 – 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...

Case Study – Interpreting the Policy Intent (Example 1)

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In this claims case study, the adviser was able to negotiate an overturn of the insurer's original decision to decline the claim by looking...