Insurance Claims

---

If you, your spouse, or family member has personal insurance cover (life insurance, total and permanent disability, trauma or income protection), there may come a time when you may need to claim on that cover. 

retireWisely can help you make the claim and provide advice surrounding the claim (for example, tax implications) and any benefit amount you receive. 

Examples of when we may provide advice regarding a claim: 

• death of a family member — who is beneficiary? what should you do with any benefits you receive? 
• terminal illness — do you need the funds for treatment? can I access these funds? what are the tax implications? who are the funds being left to? 
• total and permanent disability — what should you do with these funds if you are able to work again?  what are the tax implications? 
• cover held inside a superannuation fund —  what are the tax implications? can I access these funds? if so, how?

If you’re struggling physically or emotionally, retireWisely can help you through these difficult situations.