Shawn Grimsey
Income protection in Queensland and Northern New South Wales
Location
Tamborine, Queensland
Professional background
I’ve been working in personal insurance since leaving school in 1990.
Why do you like working with Sustainable Life Solutions as an adviser
Sustainable Life Solutions are really easy to work with and they have a great support base for their advisers. This makes my job of dealing with clients so much easier.
Key area of specialisation
Income protection.
Describe how you have helped a client that made you a great partner to the client
Helping any of my clients through a claims process as this is ultimately what they’ve obtained insurance for.
Geographical areas you represent
Queensland and Northern New South Wales.
What is one thing you would like clients to think about when it comes to life insurance
There is one question that I will always ask them – Will their family be financially okay if something happens to them.
Your approach to general advice when you work with clients
I try and help the client to make an educated decision on how they would like their insurance needs covered.
Recommendations for consumers who are considering general advice
The client should get to choose what insurance they think works for them and they should always be in the driver’s seat.
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