Lump sum policies
from My Risk Adviser
Adam Crabbe is a strategy specialist at Zurich and a detail over achiever. Today he spends much of his day in the insurance research space but this PDS aficionado cut his teeth in the industry as a planner. During his planning days he also provided education for Kaplan, and still holds his CFP. So we got him in helps us understand what you need to know when it comes to lump sum cover and we asked him to hone in on the details devils that will expediate or delay moola hitting the bank at claim stage In this chat we cover: - Terminal illness nuances - TPD non working definitions - TPD partial benefits & functional assessments - Child trauma positioning - Ownership tips - Gainful employment impacts Are you in the advice industry and want to join in on the discussion? Jump into my risk adviser on Facebook: https://www.facebook.com/groups/myriskadviser Wish You'd Known is hosted by Glen James and Danni Visser. Thanks to Zurich & OnePath for supporting this episode. Continue your education by checking out Zone here: https://www.zoneeducation.com.au/ We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
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