I know we’re already in February, but I did spend most of January in South Africa and we’ve just celebrated Chinese New Year! So what’s in store for 2011?
At the end of last year, two of our clients passed away. We offer our condolences to their families as we assist them through the claims process. At this time of grieving, our involvement alleviates the stress of paperwork and dealing with the insurance companies, allowing people to spend more time with the family.
Our Claims Service can speed up the payment process by firstly ensuring the right information is collected up front and then making sure the paperwork is fully and accurately completed. Your first step however is to notify us, your financial adviser, of a possible claim and we urge all our clients to contact us as soon as possible after the death of a family member, at the first sign of a serious illness or shortly after an accident.
To delay notifying your insurer of a claim can either void your claim altogether or create unnecessary delays in payment. While we hope your 2011 is happy and secure, your insurance policy is your safety net in case anything does go wrong.
I’m very excited to announce that this year we’ll be hosting free Financial Life Planning workshops. These interactive seminars will help you discover what life and financial goals are important to you and how to achieve financial security and prosperity. Our first session will be held towards the end of March. To register your interest in attending, send us an email to firstname.lastname@example.org.
Making Your Life Easy
Our goal at Tudor Investassure is to help you simplify and easily manage your financial life. Gone are the boring 50 page Statement of Advice documents. We know you’ve got better things to do than to read pages of information so we’ve streamlined and simplified our documents and processes to deliver clear, concise and effective financial advice to you.
We’ll soon be introducing some mobile office capabilities which will help us get you the information you need faster and more effectively. On the spot account balances, online insurance applications and on-screen presentations are just a few of the tools we’ll have available for you this year.
To help us improve what we do, we want to know what you think. We’ll be surveying our clients to gain a deeper understanding of the kind of service you want from us, how you want it delivered to you and how often you want to speak with us. When we know what’s important to you we can ensure we have the capability and resources available to support your financial life.
I firmly believe that the key to financial independence is having a clear understanding of how you protect and create wealth. Ongoing education is a core element of our business and throughout the year we will continue to share our knowledge with you through our individual client meetings, our client seminars, our social media sites and our regular newsletters. To help build your knowledge, we’re keen to know what interests you and we’d love your involvement.
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In : General
Tags: welcome "claims service" education feedback seminars