Tag: TPD inside superannuation
Case Study – Unsuccessful Job Applications and their Impact on TPD
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
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
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
In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...