Thursday, February 27, 2020

Tag: TPD

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 – 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 – 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 – 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 – 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...

Case Study – Interpreting the Policy Intent (Example 2)

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In this claims case study, the claimant was denied a TPD payment as her specialist did not believe she would be unable to work...