A Timely Review, a Health Check, and a $600K Claim: The Power of Proactive Insurance Advice

September is Prostate Cancer Awareness Month, a time for men to take action for their health. From an insurance perspective, prostate cancer is among the most common reasons men make a claim.

In this case study, it is likely remembered for the $600,000 claim, but also highlights the importance of reviews.

The client had a long term financial strategy in place, and AFRM's Sam Brennan developed life insurance advice that aligned with the overall strategy. As the client's life evolved, so did the need to update his policies...

A review was held, with plans for reductions to save money on premiums. But before making the big changes, a simple health check was recommended. This made a huge difference, of course financially, but also a weight off to help the client focus on their recovery.