by Jon Walker | Feb 15, 2022 | Case Studies
Having made arrangements via another broker (no longer trading), a lady contacted us for help. She’d been diagnosed with cancer and approached her insurer to discuss claiming on her Income Protection. IssueOn checking, the broker had actually arranged Critical...
by Jon Walker | Feb 15, 2022 | Case Studies
A gentleman who works over 6 months of the year at sea in a moderately dangerous job approached us to arrange Income Protection. Having spoken to many insurers, we were unable to find one that would consider cover. The job wasn’t the issue, the issue was the...
by Jon Walker | Feb 15, 2022 | Case Studies
We were asked to review an Income Protection policy to identify if it represented good value. At first glance the premium was competitive, but small print revealed claims would only be payable for up to one year. When we explained this to the customer,...
by Jon Walker | Jan 27, 2022 | Case Studies
A gentleman contacted us having very recently arranged Life Insurance elsewhere. He explained how he’d provided his broker with very detailed and sensitive medical information, but, when he read through his application form, there was no mention of the medical...
by Jon Walker | Jan 27, 2022 | Case Studies
We were asked to arrange Income Protection for a gentleman who enjoys rock climbing, abseiling, bouldering, scrambling, mountaineering and ice climbing at an advanced level. From an insurers perspective, these activities are unsurprisingly termed “hazardous”. Some...
by Jon Walker | Jan 22, 2022 | Case Studies
Having been notified by an insurer that a direct debit for a policy we’d arranged had been cancelled, we called the customer see if we could help. They explained another broker had recommended new policies, “superior” to the cover we had arranged around a year...
