What was their Current Situation?
Michael and Anita were referred to Trumpet through an existing client, the way most clients come to seek advice from us. With a busy residential building business and family life they had not reviewed their insurance needs for many years. Each time we see a client we see it as an opportunity to improve their risk management strategy. In this case the fine print on one of Michael’s and Anita’s existing policies meant that it had very strict and narrow definitions when it came to claiming.
How did Trumpet Help?
We restructured their insurance to ensure that the cover was more comprehensive. The bad news: Michael, unexpectedly, needed to have triple bypass surgery. The good news: His new trauma cover and income protection cover allowed him to recover and employ a manager to take over the running of his business. It is all about the fine print. It’s what we are the experts on and it is why you should contact us for advice. We make sure it is done properly.
