Tag: white collar
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 – Ward v MetLife
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 – An Unidentified Claim
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
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
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)
In this claims case study, succession and estate planning specialist, Craig Ball talks about how nervous he was when faced with his first claim,...