1. EachPod

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

Author
Dev Raga
Published
Tue 09 Apr 2024
Episode Link
https://shows.acast.com/my-millennial-money-medical/episodes/413

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


👉🏾 the basics of insurance

👉🏿 difference of a financial advisor and insurance advisor

👉🏻 insurance via TV ads

👉 the concept of self-insurance

👉🏼 super vs non-super insurance

👉🏽 income protection and life insurance

👉🏾 trauma insurance and TPD

👉🏿 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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