Caitlin’s story: every parent must watch

An accident or illness can have devastating consequences for clients, and that’s before financial considerations are even taken into account. In this AIA Australia claimant story, we see the profound impact having family insurance has made for the Conroy family and the role their financial adviser played in making this happen.

 

Caitlin features in episode 4 of Learn from the Money Masters, where Blair McDonough learns a valuable lesson from her. View it here.

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The opinions, advice, or views expressed in this content are those of the author or the presenter alone and do not represent the opinions, advice or views of No More Practice Education Pty Ltd. Our contents are prepared by our own staff and third parties who are responsible for their own contents. Any advice in this content is general advice only without reference to your financial objectives, situation or needs. You should consider any general advice considering these matters and relevant product disclosure statements. You should also obtain your own independent advice before making financial decisions. Please also refer to our FSG available here: http://www.nmpeducation.com.au/financial-services-guide/.

What next for life insurance and super?

This week’s Royal Commission hearings have brought life insurance into the spotlight, just as ASIC has completed its review of insurance in super – given that 70% of all policies are held through super funds, how will this affect your clients?

A little girl changed me

The most effective and impactful stories are those which connect with the audience and make them feel something. As Vanessa Stoykov writes, the story of Caitlin Conroy and how AIA Australia was able to help her and her family when the unthinkable happened is one of these stories.

Another reason to love you

Financial planning is about much more than managing money. As Vanessa Stoykov discusses, planning for your clients’ futures involves looking after all their assets, including their own lives.