Income Protection Insurance Claim
The testimonial below is from a Dentist, written in September 2024, that we helped arrange income protection insurance for, and who claimed on that policy.
Hi Mark
I often think back to our conversation about 7 years ago where I was considering cancelling my income protection policy that you helped me arrange.
I’m so glad you convinced me to keep the policy. I thought everything would be fine if I cancelled the cover at that time, given my solid broader financial circumstances. But, just 3 years later, I had my medical incident and it happened at a time when my family and financial circumstances had changed and I was more financially vulnerable.
I was able to claim on the policy and the monthly payments were fantastic. It allowed me to fund my expenses and still live my life without financial constraints.
Dentistry funded my lifestyle, which I valued highly and the policy allowed me to maintain that. Today I’ve never been happier and I love my new lifestyle living in a place of my choosing. My medical incident has not had an impact on my day to day life despite it stopping me from practicing dentistry due to the nature of the medical incident that occured.
I can’t thank you enough for guiding me through the process and double checking everything along the way to ensure the claim was successful and the income protection paying me out essentially to age 65. The insurer has also been very professional and reasonable throughout the entire process.
I wish you continued success in your business and as I’m sure you know you’ve made an enormous difference to my life.
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The information provided contains general information and examples and does not take into account your personal objectives, financial situation or needs. Note that the policy wording will differ from insurer to insurer and loadings, exclusions and other limitations may apply by the insurer to each applicant on a case by case basis.
At the time of writing, Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232. See our website for our Financial Services Guide and latest AFSL arrangements. Always read the Product Disclosure Statement issued by an Insurer before considering insurance.