Tag: male
Case Study – Ravesi vs National Australia Bank
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
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
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
In this claims case study, the adviser shares how he offered his services pro bono to a family dealing with cancer.
At a glance
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Case Study – The Importance of the Date When Diagnosed with Terminal Illness
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)
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)
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)
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
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)
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...