Sunday, November 1, 2020

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Tag: white collar

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 – Ward v MetLife

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In this legal case, the plaintiff sued his insurer after his group salary continuance claim was discontinued because he was deemed to be no...

Case Study – Ravesi vs National Australia Bank

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In this legal case study, the client, Paul Ravesi, successfully argued that he was entitled to damages because his adviser, Peter Moore, an employee...

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 – Any Occupation TPD

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In this claims case study, the adviser tells how she stepped in to help the client receive the TPD benefit they were entitled to...

Case Study – My First Claim (Craig Ball)

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In this claims case study, succession and estate planning specialist, Craig Ball talks about how nervous he was when faced with his first claim,...