900 claims but every one matters
While claims are a routine part of the job, he says there are some that stand out.
One case is that of a single, self-employed older woman who wanted to update her protection because she had only her income to support herself, and pay her mortgage.
“We put a plan together around her key thing of looking after her income and making sure that if her fears around cancer were ever realised, she was looked after. The budget was tight but there was small life and trauma, mortgage repayment, and a medical extension to her Southern Cross cover.
“On top of that, I put in place a small key person cover so that on the business side, business expenses were taken care of. Not big sums but what was needed to get the job done.”
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