Category Case Study

Read real scenarios below on life insurance cases. Whether you are single and working, married with or without children or older couples reaching retirement this is a must read.

Case Study

Water Skiing Accident

I was informed by one of the Poole Group accountants that their client suffered a water skiing accident and was unable to work. Naturally I suggested that the client should be entitled to an income protection benefit for the time off work. I contacted the client and explained the potential benefits he was entitled to

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Case Study

Trauma & Income Protection

I was recently referred a client who has a range of personal insurance policies including Term Life, Total & Permanent Disability (TPD), Trauma and Income Protection. The policies were set up via another adviser over 5 years ago and the client’s main concern was that he had not heard from the adviser since the initial

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Case Study

Malignant Melanoma

I was referred a new client by one of the Poole Group accountants to review the clients existing policies. As part of the review process I discussed the clients pre-existing health issues and was informed that he was diagnosed with a malignant melanoma in 2001. On review of the clients existing policies I noticed that

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