SP case - My Hero
I had the privilege of providing comprehensive financial planning for a Financial Controller—covering medical coverage, critical illness, income protection, investment and retirement planning, estate planning, and will writing.
One day, he experienced blurred vision and was diagnosed with a brain tumor. Over the course of two years, he underwent seven brain surgeries, with a total medical bill reaching RM400,000. Thankfully, his medical card insurance covers the bills. On top of that, he received critical illness claim to serve as his long term care expenses.
However, a few months later, I received a call from his wife informing me that he had passed away due to a bacterial infection. I was unaware of the family's financial situation and she asked if I could help.
Me: "Don’t worry; we will handle everything after the funeral."
I paid my last respects to my friend. "You can go peacefully. I will ensure your wife and son are well taken care of financially."
Within three months, I managed to settle all the property transfers, insurance claims, and bank transactions. His son was able to continue his tertiary education in Australia. However, the widow struggled with six months of depression. We faced these challenges together, and today, she leads a peaceful, financially secure life.