I was very fortunate to be introduced to Lloyd Levin at an orthodontic dental meeting with Geoff Hall several years ago.
Up to that point I had income protection insurance with another company, after a few discussions with Lloyd I decided to move all my insurance over using Experien as my broker and with Lloyd supervising my cover, and he restructured my income protection. What a fortuitous decision that was.
I recently had to retire earlier than originally planned due to a chronic neck issue. Lloyd has been superb in liasing with Clearview re my claim. He was always available, and because of the
knowledge and expertise of Lloyd the way he setup of my cover I was able to receive a claim without any tax penalties.I have no reservation in recommending Lloyd for all your professional insurance needs. He fully understands our clinical circumstances, and is dedicated in achieving a great result for his clients.
Dr Jim Rushton Tasmania March 24
To find out more about the services of Experien Insurance Services and to arrange a complimentary initial consultation at no additional cost, contact us via the link below :
The information provided contains general information and examples and does not take into account your personal objectives, financial situation or needs. Note that the policy wording will differ from insurer to insurer and loadings, exclusions and other limitations may apply by the insurer to each applicant on a case by case basis.
At the time of writing, Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232. See our website for our Financial Services Guide and latest AFSL arrangements. Always read the Product Disclosure Statement issued by an Insurer before considering insurance.
At 43, I was fit, active and well – until I collapsed out of the blue that is with what I now know was bowel cancer.
I had emergency surgery and multiple complications relating to the surgery but ultimately it was successful, and I am incredibly grateful to be well again with no further treatment required.
During the blur of the emergency, pain and crippling fear of uncertainty Lloyd Levin checked in with me regularly to enquire about my health. Then when I was recovering progressively, he helped me compile the documents required for my insurance claim.
He communicated on my behalf with issuers, he checked my documentation carefully and ran the process in full to allow me to continue to concentrate on my health.
Not only did he achieve a result I was thrilled with, but he did it with enormous compassion. I didn’t know until recently that a lot of what he did was not expected of his role.
I cannot recommend Lloyd enough for the cover I had in place in the first instance and his support through the claim process.
He is a true gentleman who cares. Lloyd, thank you. Anna
Feb 2024
To find out more about the services of Experien Insurance Services and to arrange a complimentary initial consultation at no additional cost, contact us via the link below :
The information provided contains general information and examples and does not take into account your personal objectives, financial situation or needs. Note that the policy wording will differ from insurer to insurer and loadings, exclusions and other limitations may apply by the insurer to each applicant on a case by case basis.
At the time of writing, Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232. See our website for our Financial Services Guide and latest AFSL arrangements. Always read the Product Disclosure Statement issued by an Insurer before considering insurance.
“Tony Snoyman from Experien has been my financial adviser for the roughly three years since my husband passed away. He has always been professional but also friendly in our dealings. He has helped me to consolidate all my financial information in a fact gathering session early on. He worked out a projection of how much money I have to cover all my costs per month and taught me how to set up a budget for every year. Luckily, I was already used to tracking our spending every month. Along the way Tony helped with answers for my tax accountant and with bringing investments over from Canada. I have peace of mind knowing that Tony is taking care of my investments and superannuation and is helping me plan for my financial future. I can highly recommend Tony as a financial adviser.”
Client in NSW. 29 Jan 2024.
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This is General Information. You should consider personal financial advice based on your own needs, goals and circumstances before making financial planning decisions. Financial Advice services are provided by Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. At the time of writing, EFS is a Corporate Authorised Representative (No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857.
“My wife and I decided to get income protection through Lloyd and the team when we were junior doctors. Originally, we were a bit sceptical about IP, but we were referred to the team by close friends who told us that it was absolutely necessary, and that Lloyd was the best.
Their advice could not have been more correct.
Though we expected really never to use it, and had IP as a “just in case” thing, Lloyd and the team at Experien have been essential when an unexpected event occurred and we needed them. Not only were they understanding, reliable, and knowledgeable – the whole process was easy with minimal hassle and stress.
Lloyd’s team was very supportive, and did everything in their power to help us as much as possible.
Our young family is very grateful and appreciative to have worked with Lloyd during these trying times, where the last thing we wanted to worry about was finances.
I urge anyone who has ever even considered getting IP or life insurance to reach out to Lloyd – you never know what tomorrow brings so having a trustworthy team like LLoyd’s on your side, will give you the most important thing when it comes to finances: peace of mind.”
To find out more about the services of Experien Insurance Services and to arrange a complimentary initial consultation at no additional cost, contact us via the link below :
The information provided contains general information and examples and does not take into account your personal objectives, financial situation or needs. Note that the policy wording will differ from insurer to insurer and loadings, exclusions and other limitations may apply by the insurer to each applicant on a case by case basis.
At the time of writing, Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. See our website for our Financial Services Guide and latest AFSL arrangements. Always read the Product Disclosure Statement issued by an Insurer before considering insurance.
28 Dec 2023
“When I retired in 2018, my personal insurance requirements changed. I moved my Insurance to Clearview via Mark Sacks, Principal Adviser, and he strongly advised me to continue with my Trauma cover. Luckily, I did, not ever thinking that I would one day be faced with claiming on this policy.
However, I was recently diagnosed with early-stage breast cancer and able to claim on this policy. (BTW, had I not moved my insurance to Clearview, via Mark’s advice, under my previous insurance company I would not have been covered for early-stage cancer!).
The exceptional and personal service I received from Mark, and Clearview, regarding my claim went above and beyond.
Mark was helpful, supportive, and empathetic. And the speed of the claim payment was …wow! Mark collected the forms from my home on the Monday, it was approved for payment on the Thursday and the money was in my account four days later.
Thank you so much Mark. I am extremely grateful to you for your expert advice, for making the process so easy, quick, stress-free, and seamless for me in my time of need.
You are, and always will be, highly recommended to my family and friends…..”
Dec 2023
This is general information. Each person has different needs so contact us today to find out more and to see how it may apply to you. Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. At the time of writing, EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. Always read the PDS issued by an insurer before considering cover.
“Mark was incredibly helpful, supportive and reliable in assisting me with an income protection claim for cancer. I’m glad that I had his help and recommend him highly to my friends and family”.
This is general information. Each person has different needs so contact us today to find out more and to see how it may apply to you. Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. Always read the PDS issued by an insurer before considering cover.
We helped a medical profession to claim on her income protection policy that we previously arranged for. Her testimonial is shown below :
“ Income protection and life insurance is one of those payments you make thinking you’d never recoup and hope you never have to. At 49, having never been sick and only been to hospital to have my kids, a Stage 3 Breast Cancer diagnosis was a shock to say the least. Through the gruelling Chemotherapy, Radiotherapy and multiple surgeries , my income protection kicked in so I could fully concentrate on my treatment and recovery. It really was a major factor in keeping my family financially afloat. We had just bought our first house , two kids entering Highschool and have elderly parents to support. I thanked Mark every time we talked for the sound advice he gave me at the start of my career in protecting myself for the unexpected and for the ongoing support and care he provided me at the most challenging and frightening time of my life. My income protection continues to support me in my long road to recovery, till I can support myself. It’s probably the most important investment I made as a professional ”
This is general information. Each person has different needs so contact us today to find out more and to see how it may apply to you. Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. EIS acts as a broker for life insurance and is not a life insurer.
Lloyd Levin is the life insurance advisor to my wife and I for many years. We transferred our life insurance to Lloyd many years ago. Over the years, Lloyd has always been helpful in managing our annual premiums to suit our budget during various stages of our lives. Whether by email or by phone, Lloyd always responds promptly to any enquiries.
My wife who is 59 years of age suffered a stroke 5 weeks ago. She was on a ventilator in the ICU for one and half weeks after surgery then a further 3 weeks in a high dependency ward. It was during these early days where I felt helpless, that I contacted Lloyd. Lloyd immediatey told me to concentrate on my wife’s care and to leave the Trauma Claim to him and his assistants. I shortly received an email outlining the forms that need to be completed and the reports required by OnePath.
I was able to complete the forms with the guidance of Lloyd and his team. Lloyd was able to submit the forms when my wife was able to sign the forms. The whole claims process went seamlessly. I did not have to supply any further information or answer any queries from the insurance company after submission of the forms. Lloyd rang me today to inform me that the claim was successful and the money would be transferred soon into our bank account.
Lloyd shouldered all the load of the claims process so I could concentrate on the care of my wife. I will always grateful for his kind words and guidance through the whole process. I cannot highly recommend Lloyd enough to any one needing Trauma, TPD, Life or Income Protection insurance.”
Testimonial From Client Following A Trauma Insurance Claim 18 April 2023
This is general information. Each person has different needs so contact us today to find out more and to see how it may apply to you. Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. EIS acts as a broker for life insurance and is not a life insurer.
I have known Mark Sacks and his team from Experien since 2010 when we were introduced by a Surgeon colleague who highly recommended him. Since day one Mark and his team have gone above and beyond to provide informed expert advice on a whole range of insurance issues. As with most of us, I didn’t seriously think I would get ill, but thank goodness I followed his advice and when I developed prostate cancer at a young age, it was a huge relief to have the disability insurance and life cover he had recommended.
The speed of service, empathy, accessibility and deep understanding of the issues we face as professionals were outstanding. His friendly advice at a difficult time was invaluable, and he even visited me at my home during my recovery phase. This allowed peace of mind, so I could focus on medical recovery and not be concerned about finances.
Thank you Mark and Team – I am deeply grateful for all you have done.
This is general information. Each person has different needs so contact us today to find out more and to see how it may apply to you. Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. Always read the PDS issued by an insurer before considering cover.
Testimonial : The Importance of Personal Income Protection and Trauma Cover Insurance
“It is with sincere gratitude I thank Mark Sacks ,Principal Adviser from Experien Insurances Services for his highly Professional and diligent Expertise in managing my recent Insurance Trauma Claim. Having being with Experien Insurance for many years as a Surgeon Specialist, I was always perplexed with the yearly review increased Premium required for Income Protection/TPD cover. I have never before made any claim for Income Protection/TPD insurance for the last 30 years on any policy.
Meeting Mark , early in my career I was very fortunate to listen to his expert advice on the best Policies available to cover myself, family and future. Mark would do a yearly review and make a Professional and pragmatic suggestion to fine-tune my Insurance Cover.
Mark has attained a quantum depth of knowledge and experience in this Specialist field of Medical Insurance.
My recent claim reflected his dedication to provide a comprehensive support and back-up service while off work. The transition of the Insurance claim was smooth and seamless with no headaches. The reassurance and piece of mind that I had the correct Policy’s in place is a testimony to Mark Sacks integrity.”
This is general information. Each person has different needs so contact us today to find out more and to see how it may apply to you. Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857. Always read the PDS issued by an insurer before considering cover.
