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TL;DR: The Quick Take By 31 December 2024, all Australian life insurers must update premium terminology in new policies, replacing “level” and “stepped” with “variable” and “variable age-stepped” (CALI, May
We’ve created a client-friendly Trauma Insurance flyer to help explain the value of trauma cover in a simple, engaging way. Advisers can use this as a conversation tool to help
As you build momentum into the new year, you are likely refining strategies, setting ambitious goals, or simply looking for ways to make things run smoother in 2025. Whether you’re
As we step into 2025, we’ve kicked off the year with even more CPD-accredited content to add to our growing library. Thanks to some help from AIA, who supported the
* This is a guest contribution courtesy of Claras.ai Let’s be honest – you didn’t become a financial adviser to spend your evenings writing file notes. Yet here we are,
As we continue to explore and leverage technology, including AI tools, it’s crucial to balance innovation with responsibility. You won’t find all the answers here, but we hope to offer
Helping clients understand Trauma Insurance can be tricky, so we’ve created a simple, engaging flyer that advisers can
The webinar recordings below, were part of our Risk Support Showcase on 12 November 2024. We hope these
Risk Conversations Series: Marc Fabris and Pete StathisIn this webinar series, Marc Fabris, founder of Risk Hub, and
We’re pleased to include two recent reports from PPS Mutual in our collection of adviser resources. Below you’ll
Accounting Professionals – Navigating Health, Well-being and Risk [*UPDATE* CPD certification is now available in the courses
Historical PDS ListingThe listing below contains links to historical (legacy) PDSes.For ease, please use the search box –
Duration: 1 hour CPD Area: Technical Without a clear methodology in place, determining the right sum insured for your clients’ Critical Illness Insurance can feel like a guessing game. This
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind;
Duration: 30 minutes CPD Area: Client care and practice Part of MLC Life Insurance’s Know your Insurer series, this session identifies and outlines the points of difference across the MLC
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind;
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind;
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind;
Welcome to this series of CPD accredited Webinars, courtesy of MLC Life Insurance This content is for members only. Please login or <<register here>> *Basic membership is Free! Username
This was a recorded webinar on November 12th, 2024: This session will feature insights from Phil Anderson, General Manager of the FAAA, and Keely O’Brien, General Manager of Corporate Affairs
This was a recorded webinar on November 12th, 2024: In this session, Trevor Battersby, Founder of TPD Claim Support, will share strategies to help advisers manage TPD claims more effectively
This was a recorded webinar on November 12th, 2024: In this session, life insurance expert David Spiteri will demonstrate how specialised technical support can elevate the quality and efficiency of
This was a recorded webinar on November 12th, 2024: This session will guide advisers on leveraging AI tools for practical, safe use in advisory work. While many have used AI
This was a recorded webinar on November 12th, 2024: In this session, Stephen Clarkson, CEO of EQ Pathology, will discuss innovative solutions designed to streamline the underwriting process in life
Accounting Professionals – Navigating Health, Well-being and Risk [*UPDATE* CPD certification is now available in the courses section here – Accounting Professionals] Accountants are architects of financial strategies, navigating…
Duration: 1 hour CPD Area: Technical Without a clear methodology in place, determining the right sum insured for your clients’ Critical Illness Insurance can feel like a guessing game. This
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