Thursday, February 27, 2020

Tag: TPD inside superannuation

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 – 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…

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 – Any Occupation TPD

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In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...