Ian Bni Presentation 19.11.09

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This a general presentation I did in November about the cliams process in the event of a client been diagnoised with an illness. Very useful for clients to look at and understand the claims process

This a general presentation I did in November about the cliams process in the event of a client been diagnoised with an illness. Very useful for clients to look at and understand the claims process

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  • 1. BNI Presentation
    19/11/09
    Ian McLoughlin
    Financial Advisor
  • 2. Products
    Life & Specified illness cover
    Retirement Planning
    Medium – Long term savings plans
    Investments
  • 3. Life & Specified Illness Claims
    99% Life Claims paid out
    90% Specified Illness claims paid out
    Well above industry average on claims
  • 4. Specified Illness Claim Example 1
    Quickest Claim
    Claim for prostate cancer
    SA €12,698
    61 y/o male
    Policy commenced 1996
    Claim submitted 21.08.08 (including histology)
    Claim paid 27.08.08
    => claim paid within 6 days
  • 5. Specified Illness Claim Example 2
    Largest Claim
    Claim for cancer
    SA €550,000
    36 y/o male
    Policy commenced 2002
    Claim paid within 11 weeks
  • 6. Declined Specified Illness Claim 1
    Policy commenced 2001
    43 y/o female
    SA €51,000
    Cancer claim
    Non-smoker on application
    Declared at claim stage to be a smoker of 20cpd since 1981
    Claim declined & policy voided
  • 7. Declined Specified Illness Claim 2
    Policy commenced 2006
    43 y/o male
    SA €55,000
    Claim for Rheumatoid Arthritis
    Policy definition requires widespread joint destruction with major clinical deformity
    Claimant did not have this
    Claim declined
  • 8. New Initiatives
    Specified illness Booklet
    Benefits
    Simple definitions of medical definitions that makes it easy for the client to understand illnesses that are covered on the policy
    Only company offering this
  • 9. New Initiative
    Nurse Medical Screening
    Benefits
    • Done at time and location to suit the client
    • 10. Quick turn around from application to decision
    • 11. Only company to offer this
  • Referrals
    People you know who have mortgages taken out in last 5 years
    Married couples with young children
    Business Partners
    Companies with two directors or more.
    People who have a real need for my products and services
  • 12. Thank You
    Any Questions
  • 13. Contact Details
    Ian McLoughlin Financial Advisor
    Telephone No: 087 7767688
    Email: ian.mcloughlin@fcd.canadalife.ie
    Address:50 Hophill Grove
    Tullamore
    Co. Offaly
  • 14. Type of Products
    I offer free financial advice that is easy to
    understand and gives you, the customer, a
    understanding of financial products in the
    following areas:
    Life & Serious illness cover
    Pensions
    Savings
    Investments
    On the next couple of slides are examples of
    what I offer.