Saturday, February 29, 2020

Tag: Underwriting

Case Study – The Value of Pre-assessments

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This case study focuses on the underwriting process, and the value of utilising pre-assessments. It is designed to help advisers improve their process, their...

Case Study – CFP v Couper

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This legal case study deals with a client who switched his life insurance cover from one company to another, on the advice of his adviser....

Case Study – Insurance For Miners

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This case study, provided by AMP, looks at some of the issues insurers need to address when considering the insurance cases of mining employees.   At...

Insurance How To – Insurance Applications and Client Birthdays

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In this Insurance How To, DKN Financial Group’s resident risk expert, Peter Stathis, outlines a new business case study that highlights the issues that...