New Client-Friendly Flyers to Support Your Conversations
Three new flyers have been added to the Life Insurance Essentials series, designed to add to your client conversations and provide simple, easy-to-read explanations of
Learning and Education
New Client-Friendly eBook: Life Insurance Made Simple
Life Insurance Made Simple We’ve had some really positive feedback recently around the client-focused materials we’ve been putting together – including our latest piece on
Exploring ChatGPT’s Web Search – Benefits and Implications
(This article is part of our AI Essentials for Advisers series on LinkedIn – reposted here for easy access.) In our last newsletter, we explored
Navigating the Deductibility of Advice Fees for Risk and Super Advice
The deductibility of advice fees has long been a point of uncertainty – especially when those fees relate to life insurance advice, super structuring, or
New Resource: Client-Friendly Trauma Insurance Flyer
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
More CPD Content and Learning Opportunities for 2025
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
Risk Conversations Series Update
Risk Conversations Series Update: Special Guest Morris Winestone & our next Session We are excited to announce that our Risk Conversations series has just been
What’s New on the Risk Hub Events Calendar?
Upcoming Sessions You Don’t Want to Miss The Risk Hub Events calendar is evolving! We’re committed to keeping you informed about the latest and most
New Course – Estate Planning Essentials
We’ve just released a three part Estate Planning program, courtesy of The Legal Hub. Below is an overview of the program, which awaits confirmation on