BNI Presentation<br />      19/11/09<br />Ian McLoughlin<br />Financial Advisor<br />
Products<br />Life & Specified illness cover<br />Retirement Planning<br />Medium – Long term savings plans<br />Investmen...
Life & Specified Illness Claims <br />99% Life Claims paid out<br />90% Specified Illness claims paid out<br />Well above ...
Specified Illness Claim Example 1<br />Quickest Claim<br /> Claim for prostate cancer<br /> SA €12,698<br /> 61 y/o male<b...
Specified Illness Claim Example 2<br />Largest Claim<br />Claim for cancer<br />SA €550,000<br />36 y/o male <br />Policy ...
Declined Specified Illness Claim 1<br />Policy commenced 2001<br />43 y/o female<br />SA €51,000<br />Cancer claim<br />No...
Declined Specified Illness Claim 2<br />Policy commenced 2006<br />43 y/o male<br />SA €55,000<br />Claim for Rheumatoid A...
New Initiatives <br />Specified illness Booklet<br />Benefits<br />Simple definitions of medical definitions that makes it...
New Initiative <br />Nurse Medical Screening<br />Benefits<br /><ul><li>Done at time and location to suit the client
Quick turn around from application to decision
Only company to offer this</li></li></ul><li>Referrals<br />People you know who have mortgages taken out in last 5 years<b...
Thank You<br />Any Questions<br />
Contact Details<br />Ian McLoughlin Financial Advisor<br />Telephone No: 087 7767688<br />Email: ian.mcloughlin@fcd.canada...
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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

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Ian Bni Presentation 19.11.09

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

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