We'll contribute up to $300 for a pre-approved appointment to a maximum of $1,000 (including GST) across all policies per policy year, per life event or multiple life events. The maximum benefit is $1,000 (including GST) in total for all eligible people per policy year.
If you've already received payment under the Financial and Legal Advice Benefit or Grief Counselling Benefit as part of an eligible Assurance Extra policy benefit you will not be eligible to receive a further payment for financial or legal advice; or grief counselling under Client Benefits for your 12 month Client Benefit period.
Any client benefits must be claimed for and received within 13 months of the life event occurring.
The yearly $1,000 client benefit allocation will begin each year on your policy anniversary date. If you have multiple policies, it will begin from the anniversary date of your first Chubb Life policy.
Any unused yearly benefit does not carry over to following years.
Further benefit details
- The employment related advice benefit covers the life event of changing or losing a job. This benefit covers CV and interview preparation and career advice.
- The financial assistance benefit covers budgeting advice and small business financial advice eg writing a business plan.
- The legal advice benefit is limited to a lawyer preparing or updating a will as a result of a covered life event.