New Client-Friendly eBook: Business Life Insurance Made Simple
A plain-English guide for business owners on key person, buy-sell, business expenses and debt protection. Free to share with clients, and available branded to your practice.
Learning and Education
The 2027 Risk Practice of the Year Award opens 4 August
Back for a second year, with a few useful additions Last year the Risk Practice of the Year Award ran for the first time. Six
Making referral source conversations easier
Most advisers would like more consistent referrals. Many already have a few good referral sources, whether they are accountants, mortgage brokers, lawyers, finance brokers, real
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
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