Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.

Financial advisers should be really careful in giving advice to a client who is making a TPD claim as there is a lot of complexity and considerations in how the payment is made.

In the latest episode of Tangelo Talks Conrad sits down with TPD and Injury claims specialist Andy Reynolds (also a practicing financial adviser) to talk through some of the myriad traps advisers and lawyers who don’t understand this area thoroughly can fall into (e.g. Centrelink, Tax implications).

If you’re not sure, we recommend at the very least educating yourself but if not, referring your clients to an expert like Andy. Andy has a tonne of tools, templates and resources at his website www.tpdclaimsadvice.com.au.