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Technical Series: Integrating Risk Advice Into Your Process
July 11 @ 11:00 am - 12:00 pm AEST
Managing personal protection risks as part of the broader financial planning conversation, and integrating risk mitigation into client discussions and advice process.
PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice,Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.
Insurance is issued by MLC Limited. MLC Limited uses the MLC Brand under Licence from the Insignia Financial Group. MLC Limited is part of the Nippon Life Insurance Group and is not a part of the Insignia Financial Group.