Claiming on life insurance, income protection, TPD, Trauma or Childs Cover insurance can be daunting. Life insurance and income protection expert Phil Thompson from Skye Wealth joins Owen Rask on The Australian Finance Podcast to talk about how to make a claim.
Topics covered:
- How to make a claim on income protection
- Steps to make a life insurance / death cover claim
- Trauma, TPD and Childs cover claim process
- How an insurance adviser can make a big difference to your stress levels
- How to contact your adviser or insurer's claims specialist
- The importance of reading the insurance PDS
- Phil's real-life stories of managing claims
Mini series goodies:
- Book a call with Skye: https://bit.ly/R-insur
- Insurance checklist (PDF): https://www.raskmedia.com.au/life-insurance/
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
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