- This event has passed.
MLC: Part 1 Building a Modern Insurance Philosophy Workshop – Covering the Right Amounts
October 19, 2023 @ 11:00 am - 12:00 pm AEDT
Having a clear methodology for how we construct our advice is more important than ever, both when it comes to efficiency of getting advice in front of clients, but also in seamlessly discharging our compliance and ethical obligations. In part 1 of this 2-part session, we will look at how we can initiate this discussion an appropriately diagnose truly personalised risk need to fit the context of a client’s overall goals and objectives.
PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With over 9 years’ 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.