Strategic advice following a successful insurance claim

Category Archives: Personal insurance

Strategic advice following a successful insurance claim

The value of insurance

In March this year I wrote about one of our client’s good experience with a personal insurance claim.  To quickly recap, in 2013 ‘John’ had a heart attack, followed by triple bypass surgery and needed time off work to recover.  After learning of John’s condition (and that he may never be able to return to […] Read More >

The value of insurance: A good claim story

The value of insurance

I would like to share a recent experience that highlights the importance of insurance cover in a comprehensive financial plan. Last year in a review meeting, a client casually mentioned to us that several months prior he had suffered a heart attack, which was followed up with triple vessel bypass surgery.  We were shocked to […] Read More >