Tag: Claims settlement

Does Your Role as an Advisor End After a Claim Has Been Settled?

Does Your Role as an Advisor End After a Claim Has Been Settled?

As life insurance advisors, we’re called on field as the most valuable player when a client of ours passes away- to show up with the cheque for the dependents, no matter what. In the lifecycle of serving a client, this is really one of the most crucial moments.  And different advisors have their own philosophy around how they deal with the claims settlement process.  You could either only do what’s…

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