How can advisers help clients at claim time?

02/01/17 • 7 min

Advisers who successfully support their clients through the claims process are better able to support the subsequent tailoring and revision of their financial needs. CommInsure’s head of distribution, Olivia Sarah-Le Lacheur, discusses with journalist of Risk Adviser, Adrian Flores, about the ways in which advisers can play a more active role in assisting their clients at claim time. http://www.riskadviser.com.au

Previous Episode

FPA talks education, outlines future agenda

Chief executive of the Financial Planning Association of Australia, Dante De Gori, speaks to journalist of Risk Adviser, Adrian Flores, about how the recent education reforms have been received by its members and addresses some the issues put forward at its recent Congress in Perth. He also talks about what will be on the FPA agenda for next year. http://www.riskadviser.com.au

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Unlocking the claims process

The claims process is constantly evolving, and the onus is on the adviser to be on top of the changes. The chief executive of Life Insurance Direct Australia, Russell Cain, dropped by to chat with journalist of Risk Adviser, Adrian Flores, about some of the finer details of the claims process that advisers should be more aware of. http://www.riskadviser.com.au