Over $1M of insurance claims paid to Prudentia clients over last 5 years.
Sometimes it is difficult to justify paying insurance premiums year after year if you haven’t made a claim or know someone who has. I have many stories I could share with you and will do so when time permits. However, to give you a snap shot of the insurance claims I have assisted clients with since 2014, click here… I am only a small practice and I know that insurers do pay a lot more claims than this. The benefits received by these clients include:
Please remember, if you are diagnosed with an illness or suffered an injury, your first phone call after seeing your doctor should be to me – so I can help you with the claims process and ensure a speedy payment (assuming you meet the conditions of the policy of course).
Year | Occupation | Insurance Policy | Total Paid | Period of claim |
2014 | Self employed/Carpenter | Income Protection | $ 16,246 | 4.7 months |
2015 | Business owner/home maintenance | Income Protection | $ 17,476 | 3 months |
2015 | Call centre/customer service | Income Protection | $ 81,000 | 2 years |
2016 | Call centre/customer service | Total & Perm. Disablement | $ 51,840 | Lump sum |
2016 | Office/Admin | Income Protection | $ 74,088 | 2 years |
2018 | Manager/Executive | Trauma | $ 400,000 | Lump sum |
2018 | Office/Admin | Total & Perm. Disablement | $ 101,816 | Lump sum |
2018 | Call centre/customer service | Income Protection | $ 67,152 | 2 years |
2019 | Executive/IT | Trauma | $ 150,000 | Lump sum |
2019 | Retired | Whole of Life | $ 48,205 | Lump sum |
2019 | Call centre/customer service | Claim in progress | ||
Total value of claims paid | $ 1,007,823 |
Sofie Korac is an Authorised Representative (No. 400164) of Prudentia Financial Planning Pty Ltd, AFSL 544118 and a member of the Association of Financial Advisers.
Financial Advice Sydney and the North Shore Office based in Gordon NSW