Tag: Trauma
Insurance How To – Trauma Insurance
This Insurance How To goes back to basics and explains the purpose of trauma cover and how to calculate an appropriate sum insured for...
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 – An Unidentified Claim
In this claims case study, a couple, both medical practitioners, who were referred to the adviser for a review of their insurances discovered they...
Case Study – 30 Year Old Stroke Victim
This claims case study is told from the point of view of the customer, Sam Benjamin. His wife, Erin, suffered a stroke shortly after...
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 Own Claims Experience (Mark McNeany)
In this claims case study, adviser Mark McNeany shares his experience of having to make his own insurance claim, and the impact this had...
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 – 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 – Managing an International Claim
In this claims case study, Melbourne adviser, Aaron Zelman, shares the difficulties he encountered managing a claim for a client who spent most of...
Case Study – Adviser Comes to Rescue of Breast Cancer Sufferer
This case study details the pro bono work of Western Australian adviser, Rebecca Newton, who won the pro bono category Award in Financial Wisdom’s...