Income Protection Insurance Claim Payment
I was very fortunate to be introduced to Lloyd Levin at an orthodontic dental meeting with Geoff Hall several years ago.
Up to that point I had income protection insurance with another company, after a few discussions with Lloyd I decided to move all my insurance over using Experien as my broker and with Lloyd supervising my cover, and he restructured my income protection. What a fortuitous decision that was.
I recently had to retire earlier than originally planned due to a chronic neck issue. Lloyd has been superb in liasing with Clearview re my claim. He was always available, and because of the
knowledge and expertise of Lloyd the way he setup of my cover I was able to receive a claim without any tax penalties.
I have no reservation in recommending Lloyd for all your professional insurance needs. He fully understands our clinical circumstances, and is dedicated in achieving a great result for his clients.
Dr Jim Rushton Tasmania March 24
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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.