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413 life, TPD, trauma & income insurance (the basics, self-insuring, using an adviser or DIY + more) part 1

413 life, TPD, trauma & income insurance (the basics, self-insuring, using an adviser or DIY + more) part 1

Season 4 Published 1Β year, 11Β months ago
Description

Β In today’s episode Dev interviews Phil Thompson - an insurance expert, touching on:


πŸ‘‰πŸΎ the basics of insurance

πŸ‘‰πŸΏ difference of a financial advisor and insurance advisor

πŸ‘‰πŸ» insurance via TV ads

πŸ‘‰ the concept of self-insurance

πŸ‘‰πŸΌ super vs non-super insurance

πŸ‘‰πŸ½ income protection and life insurance

πŸ‘‰πŸΎ trauma insurance and TPD

πŸ‘‰πŸΏ claim rejections


https://www.thisis.money/blog/2018/12/4/everything-you-need-to-know-about-life-insurance-yg3cr


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Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


SYMO interactive Pty Ltd trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.





Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. The host of this podcast is an authorised representative of Money Sherpa PTY LTD, which holds financial services license 451289. To download the financial services guide, please visit: https://moneymoneymoney.squarespace.com/s/FSG-Dev-Raga-Personal-Finance-August-2025.pdf


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