Having a regular review with your financial adviser really is worth the time. We hear stories regularly of people who aren’t aware of what they can claim for on their insurance policy, and who could’ve claimed when they were diagnosed and treated for a serious health issue.
We had a case recently where a client didn’t know they could make a trauma claim when they were diagnosed and treated for cancer. This person hadn’t seen their previous adviser in an age and didn’t realise the cancer diagnosis and treatment was a legitimate trauma claim on their insurance. Having had the claim processed and the money in their account at the time would’ve made life that much more bearable while going through a stressful and emotional time.
You don’t have to know it all – just catch up with your adviser regularly – and let them do what they do do well!
Call us if you have a health issue – client or not, we’re happy to help you out.