Cancer claim a chance to forge relationship with client
Financial adviser Tim Fairbrother, of RIVAL Wealth, says a recent claim made by a client who had a cancer diagnosis shows how insurance can take the pressure off in a tough time.
Financial adviser Tim Fairbrother, of RIVAL Wealth, says a recent claim made by a client who had a cancer diagnosis shows how insurance can take the pressure off in a tough time.
He said the client, who had a young family, had not had a relationship with her RIVAL insurance adviser, until she went to claim.
“She was a client that we've taken over from someone else some...MORE»
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A claim, without a policy in place
One claim stands out for Rick Willis, because it was paid by an insurance company that didn’t even fully cover the client yet.
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A client who was able to continue building a new home despite being off work for 18 months is one of the recent highlights for Brave Day.
MORE»Successful claims changed lives – even for people who weren’t clients
For Mat Page, one of his most memorable insurance claims relates to a person who wasn’t even his client.
MORE»Claims a valuable learning tool
Helping clients through the claims process has made Katrina Church a better insurance adviser, she says.
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