A valued, long-term Client with a Protection policy was undergoing an annual review with us as one of his policies had a continuation option that required some action.
While clarifying some points before finalising the documentation, it transpired that there was a recently-diagnosed medical condition in the family but our Client’s understanding was that this condition was not covered under the policy.
We contacted the insurance provider and determined that they had, in fact, recently added certain illnesses to the plan. After some brief investigation, our client was able to make a €55,000 claim, which transformed the level of care and assistance they could then put in place.