Technical Expertise

 
With a background in Paraplanning, Sam has a wealth of product knowledge and specializes in the areas of policy structuring and contract analysis.

 

Sam’s philosophy on the risk management process -

 

“It is important to spend time putting the appropriate strategies in place today, to ensure the required funds are in the right hands in a time of need. Understanding all the elements of a policy is essential to a positive claim outcome.”

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