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"I have dealt with Brian, Michelle and Helen on a number of occasions. Each case has been particularly difficult in it's own way but I cannot speak highly enough of their professionalism. Their reporting and collating of sensitive information is first rate, and I recommend any advisers to use their services. There are times when we are all presented with a case that frankly appears hopeless at first glance. SRI has a presentation style that provides the insurers with full concise detail that allows them to underwrite the case with every piece of information that sometimes we or the insurers are unable to access."
Graham Shaw, Tauranga |
“Special Risks has been a considerable help to me getting cover for clients when [insurance company] has rejected the business completely. This proves to the client that you are not a one company provider. Special Risks’ team are speedy, very efficient and easy to deal with when an alternative quote is required.”
Richard Grocott, Wellington
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“We are not experts in the underwriting area and we should therefore not attempt to place difficult cases with various underwriters where we do not have the time or expertise to do so. Brian offers a unique service that we should all be taking advantage of. The service Brian provides is not only unique, but they go to some length and detail in researching the requirements to get very difficult cases underwritten. I cannot recommend Brian’s services more highly.”
David Collins, Wellington
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“I am an Adviser with an uncanny ability to find clients regarded as ‘sub-standard’ risk - with all the inherit difficulty of getting those cases underwritten. Brian Klee and his very professional team have proven to be an oasis in the desert - the results being underwritten clients. It is reassuring to know if they can’t source favourable terms for your clients, no one can.”
Ross Unkovich, Pukekohe
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“I am pleased to be able to refer “difficult to place” cases to Special Risks. I am particularly pleased you were able to obtain Income Protection for a CEO client who had a Heart Murmur problem. They placed the policy with a Life Office I could not go to directly for their maximum insurable benefit; he is happy and I am also happy! Keep up the excellent service you provide to us.”
Ian Clark, Wellington
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“A client of mine was declined by [3 insurance companies]. He was an accountant in his 50’s seeking Key Person/Business Buyout cover. He had a history of high blood pressure, high cholesterol, family history of circulatory problems, is a heavy smoker, outside the height/weight ratio and rides a motorbike. I approached Brian at Special Risks. They were able to collect the required information from [insurance company] and then place cover with another insurer for a heavily loaded premium. The client is most grateful as the cover helps him to arrange protection to assist him in any future exit from the business. He has since referred several clients to me who require business. Thanks a lot Brian.”
Ken White, Auckland
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“I have used Special Risks on occasion and it has been very useful. I have been able to place business that [insurance company] has not been prepared to underwrite. This means a happy client knows you have gone the extra mile to do all you can for them. “
Owen Shaw, Invercargill
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"We have been using Brian's services for the past ten years. We have always found his approach to be thoroughly professional. Attention to detail and a deep understanding of risk issues are hallmarks of his operation. We are happy to recommend him to any Adviser looking to place a sub standard risk on the best possible terms."
David Pine, BBS, CLU
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"I have used Brian's service for a number of years. He has saved many hours of "running around" trying to find a reasonable solution for my clients who require special risk underwriting. He and his staff are excellent in delivering a superb service and I would recommend them to any professional adviser."
Chris MacKay, BCA, CLU, CFP, FPIA Fellow, FLBA
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