Sunday, November 1, 2020

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Tag: Trauma

Insurance How To – Trauma Insurance

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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

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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 – An Unidentified Claim

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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

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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)

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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)

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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)

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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

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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

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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

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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...