TAL: Start a conversation with your clients about their health
|Wednesday, 12 June 2019Sally Phillips|
general manager of health services
|Prevention and recovery. These are the cornerstones of a new initiative from life insurance specialist TAL.
The journey started three years ago when they started offering a policy discount to customers who kept fit and maintained a healthy Body Mass Index (BMI). From there, they broadened the scope and have been working closely with the health community to better understand the needs of their customers.
In this issue, TAL's general manager of health services, Sally Phillips, explains what advocacy role financial advisers can play in preventative health and the added benefits of being proactive in this aspect of a holistic financial plan. Find out more here.
Important information: The Health Sense Plus discount is subject to an offer of participation being made by TAL, and evidence of tests is subject to acceptance by TAL. The discount applies only to the base premium payable for TAL Accelerated Protection Life Insurance, Critical Illness Insurance, and TPD Insurance. Income Protection premiums, policy fees and stamp duty are not discounted. Discounts are applied for a period of 2 years from the policy anniversary following the satisfaction of eligibility criteria. An offer must be received and proof of eligibility must be submitted every two years to maintain the discount. For full eligibility criteria, terms, conditions and exclusions, click here. TAL reserves the right to alter or discontinue the Health Sense Plus offer at any time.
Before deciding to acquire or to continue to hold TAL Accelerated Protection you should consider the PDS, available at www.tal.com.au or from your financial adviser. The Health Sense Plus program is offered and Accelerated Protection is issued by TAL Life Limited ABN 70 050 109 450 AFSL 237 84
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