REAL CASES- REAL RESULTS__________________________

<<<< video testimonials from clients>>>>

  1. A clients’ child had an operation, after a casual discussion we claimed £25k as the clients did not realise that they had this cover.


  1. Someone had an early stage cervical cancer- we helped pay off the majority of their mortgage- and we were able to get her insured again.


  1. A person in financial trouble had a Critical illness claim which, by using a trust was kept away from creditors leaving the funds for their family.


  1. Someone with Anxiety got 6 free counselling sessions.


  1. A parent died leaving money to a child who was going through a divorce. The TRUST meant the child’s inheritance was protected and NOT shared in the divorce.


  1. We referred a client to a loss adjuster where there was a far better resolution than offered initially on a house insurance claim.


  1. Someone with a health issue got both a critical illness pay-out and an income protection pay-out. The income protection pay-out is now in place over 3+ years. Remember, you can claim on both plans.


  1. Someone’s partner (who was not insured with us) gained access to detailed medical advice through the insured persons plan.

We got them access to for free.


  1. A client we had not seen in 20 years who told me of their condition in a casual conversation. This was a condition where cover should have paid out .


     The insurance company not only paid the claim but refunded the overpaid premiums from around 10+ years ago.


  1. Cover in place 4 days and client discovered a medical issue. It was a cancer, the TWO insurers accepted without questions and paid out AND provided ongoing aftercare.


  1. A 10-year-old child diagnosed with Type 1 Diabetes: We claimed a pay out from one company and medical advice and assistance from another as we had split cover between insurers.

Again the parents did not realise that the cover was in place. It was just a casual conversation with the uncle alerted us.


  1. We were called by someone who was not a client who were told that they were terminally ill. When their cover (not set up by us) was reviewed, we discovered the plans were NOT in trust. By acting and placing the plan in trust we protected the pay out for the 4 children and allowed the surviving partner to be able to claim benefits which was rightfully theirs. The children were also able to get Grants for university fees. This would not have happened if no trust was in place.
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