Category - Case Studies

15
May

Michael’s Story – Stress and Risk Protection

Michael was 39 years old and married. He had his own successful accounting firm with six support staff. In 1993, when he took out a Risk Protection Plan, his adviser recommended he purchase Business Overheads Cover with a two year benefit period. In June of 1995, the stress of running his business became too much …

15
May

John’s Story – Critical Illness Cover

John, a 50 year old lawyer, had his world turned upside down when he was advised by his doctor to undergo quadruple by-pass surgery. A week later he had the heart surgery. John was well prepared and through his critical illness cover as part of his Risk Protection Plan, received a lump sum benefit of …

15
May

Kate’s Story – Health insurance with critical illness cover

Kate worked as a legal secretary at an Auckland law firm. In August 2009 she had tests carried out by her doctor as she had not been feeling right for a while. The tests indicated that Kate had ovarian cancer. Surgery followed, leaving Kate unable to work for six weeks. Kate had critical illness insurance …

15
May

David’s Story – Critical illness and Income protection

It seemed to be a day like any other. A busy senior partner in a successful legal firm, David, 45 years of age, thought he was in pretty good shape. However, in December 2010, after some unexplained weight loss, David went to have a check-up with his Doctor. After further tests in January 2011, it …