At 64, Margaret, a client living in Sydney, suffered a heart attack. Happily she recovered within weeks, however because of this, she didn’t think she would be eligible to claim on her trauma insurance.

We submitted the paperwork for her, and full payment was made in December 2020 of $150,000. This windfall enabled Margaret to pay off her mortgage, her sons car loan, and use the balance to make an additional investment in to superannuation for her upcoming retirement goal.

Overall the outcome has taken the financial stress off Margaret, which as we all know can be a factor in overall future health.

Insurance can help make a bleak future brighter
An insurance policy is a promise that sits in your bottom drawer; hopefully you never need to call on that promise. However; as this Lambert Group client story shows, when you do need to make that call, it can help make a difference to what might otherwise be a bleak unknown future.

If you are not sure if you have enough insurance cover give us a call and let’s go through it together.

*All of these cases are clients of Lambert Group with some names and locations changed to protect the individual client’s privacy.