Shownotes
Hi everyone, we are kicking off the New Year with a masterclass in advising in critical illness cover. Alan Knowles from Cura Financial Services is joining us to take us through some case studies of arranging critical illness cover for people with disclosures that can lead to exclusions and premium increases on critical illness cover.
The key takeaways:
- A case study of arranging critical illness cover for someone living with multiple sclerosis.
- A case study of arranging critical illness cover for someone having experienced a strong mental health history.
- A case study of helping a person claim on a critical illness cover when they had been told that they were not eligible too.
Next time we have the start of season 7 upon us and an episode format that I’m quite excited by. For the first time myself and Roy will become the interviewees, with Setul Mehta joining us as a guest host. This is the first time that we will be doing this and I’m looking forward to seeing how it works out, let us know what you think.
Remember, if you are listening to this as part of your work, you can claim a CPD certificate on our website, thanks to our sponsors Octo Members.
If you want to know more about how to arrange protection insurance, take a look at my 13 hour CPD Protection Insurance in Practice course here and 1 hour CPD Protection Competency Exam here.