An accident or illness can have devastating consequences for clients, and that’s before financial considerations are even taken into account. In this AIA Australia claimant story, we see the profound impact having family insurance has made for the Conroy family and the role their financial adviser played in making this happen.
Caitlin features in episode 4 of Learn from the Money Masters, where Blair McDonough learns a valuable lesson from her. View it here.
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15 June, 2015
The kids have all finished school, the mortgage paid off, there’s plenty of money in the super fund and your client is either approaching retirem....