Helping you through the insurance

CLAIMS PROCESS
 
 

1. LETS TALK

Get in touch with me so we can discuss your case.

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2. PREPARE DOCUMENTS

Let’s get all the information ready to put your case forward.

3. FINALISE OUTCOME

I will work on the case to get the best outcome possible.

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WHAT I DO

 

 
 

When you buy insurance you naturally have faith that the insurer would pay you if and when you claim.  You fill out the initial paperwork and expect everything to happen smoothly if you claim one day.

Expertise around how to put together and manage a claim can help take all the stress away.  Knowledge and experience can be absolutely critical sometimes.  Together with my knowledge of products, policy interpretations, underwriting and claims, I have the background to guide you through the claims process.

The following insurance claims will be considered:
• Life Insurance • Income Protection
• Trauma • TPD (Total & Permanent Disablement)

 
 

Being insured is one thing. Negotiating a pay-out with insurance companies is another.

Mr. R.T.
(Wairarapa)
 
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WHEN TO GET HELP

 

 
 

Statistically, 90% of insurance claims are resolved without much trouble but some take longer and this is when assistance may be required.  The more drawn out that a claim takes, is the time to seek external guidance.


This can be considerably stressful, at a time when you need clear direction and to feel you're in control.  I am able to guide and assist you to maintain this control and influence.

 
 
 

TESTIMONIALS

 

 

  • My wife had been on a Disability Income Protection claim for about 12 years. She was not quite 50 and there was no possibility of my wife returning to her occupation. Even though she wanted to work, at least part-time, in another occupation it would have been financially detrimental so we asked the insurer about a lump-sum payment to end the claim, but this was initially declined.
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  • His knowledge of the insurance industry and the personalities within it ensured I received a fair pay-out in return for the years of premiums I had paid. I could not have achieved this without him; quite simply I didn’t have the knowledge or the energy. It makes a huge difference to recovery if you have peace of mind.
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  • As an Adviser, I wouldn’t hesitate to go to Brian again. Whilst I got a lot out of going through the process myself, next time I would trust Brian to do what he does best – which would save a lot of my time and taking me away from my core business!
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  • The outcome has meant I have received the proper treatment and they continue my monthly benefit. More importantly, I continue to make solid progress and no longer have the stress and struggle to get better, thanks to Brian’s guidance.
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CALL TODAY

021 664-359
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