LIFE INSURANCE CASE STUDIES

The cases below are circumstances where clients “claimed” against their Life Insurance policy.

Sarah’s story: Life Insurance, Accident, Paid $1.5m

Who is Sarah?

At 37, Sarah was happily married to 38 year old farmer Craig, with two young children.

What happened to Sarah?

Sarah and her children were left devastated when Craig lost his life in a farming accident. Craig had primary responsibility for the day-to-day running of the farm, which left Sarah with limited income options. Thankfully, Craig had taken out a Life Insurance policy when Sarah was pregnant with their first child.

Where is Sarah now?

The lump sum from Craig’s Life Insurance policy enabled Sarah to relocate with her children to be near extended family. While life without Craig is hard, they have managed to start afresh without financial worry.

Irrespective of whether you DO or DON’T have Life Insurance, please CONTACT US today for a review:

Life Insurance Review

Without the professional assistance of our Life Insurance Broker, these claims may not have been successful.

* Provided by TAL in 2017

Mark’s story: Life Insurance, Stroke, Paid $300,000

Who is Mark?

Mark and Emelia, both 54, have worked in management positions for a large bank. Married for twenty years, they have two teenage children.

What happened to Mark?

Mark came home from work one afternoon to find Emelia still in bed. Unable to rouse her, he found she had passed away after suffering a stroke in her sleep. While both earned good salaries, the couple’s mortgage repayments relied on both incomes. Thankfully they had both been very pragmatic with money early on in their relationship, and had made sure their home and savings would be protected if one of their incomes was no longer available. Emelia’s Life Insurance policy meant Mark was able to pay off the remainder of his mortgage.

Where is Mark Now?

While devastated by the loss of Emelia, Mark is now able to comfortably support his two children without any financial pressures.

Irrespective of whether you DO or DON’T have Life Insurance, please CONTACT US today for a review:

Life Insurance Review

Without the professional assistance of our Life Insurance Broker, these claims may not have been successful.

* Provided by TAL in 2017

* Case Studies TAL & Zurich.

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