Tuesday, April 23, 2024

Tag: Underwriting

Case Study – The Value of Pre-assessments

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

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

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

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...