4 min
A positive claims experience for Specified Injury. Managed Money
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- Investing
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.
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Send in a voice message: https://podcasters.spotify.com/pod/show/managedmoney/message
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.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/managedmoney/message
4 min