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...