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Technical Series: Follow the Money: Financial Underwriting for the Self Employed
November 21 @ 11:00 am - 12:00 pm AEDT
Techniques to identify income, calculate sums insured, and facilitate claims outcomes for self-employed clients, including case study investigation.
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.