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EPISODE · Jun 22, 2019 · 4 MIN

A positive claims experience for Specified Injury.

from Managed Money - Powered by Evolution Financial Planning · host James Cruz

A portfolio of personal protection policies are generally utilised within a comprehensive wealth management plan to ensure that wealth plans are kept on track in the event of a major illness or injury. Today I highlight a recent case study where we had a positive claims experience for a client who broke a leg whilst snow skiing in Canada. While insurance is a drier topic than retirement, it is still the most cost-effective way to protect your future plans from an unexpected illness or injury. For the record, the insurer was BT Life with whom we have a great relationship with and who have supported a number of our clients when they have needed it.

Episode metadata supplied by the publisher feed · Published Jun 22, 2019

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A positive claims experience for Specified Injury.

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