Technical Series: Integrating Risk Advice Into Your Process

Webinar

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 […]

Know Your Insurer Series: Get to Know MLC Life Insurance

Webinar

Delving into the points of difference in the MLC Life Insurance product suite and their relevant advice strategy uses, and support areas for clients.   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 […]

Practice Development Series: Making the Renewal Process Work for Your Business

Webinar

Engaging with existing risk clients efficiently while adding value, considering the elements of the review process and techniques to maximise the client experience.   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 […]

Practice Development Series: What’s Your Claims Proposition?

Webinar

Discussing the considerations for a claims value proposition and strategies to understand underwriting and setup of effective risk advice for ideal claims processing.   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 […]

Know Your Insurer Series: Supporting Your Clients at Claim Time

Webinar

Outlining the MLC Life Insurance philosophy to claims support and ways advisers can help enhance the claims support 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 […]

Practice Development Series: Why Wellbeing is What Clients Want

Webinar

Using insurer wellbeing offerings to enhance client experience and ongoing engagement, based on global research and behavioral finance.   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 […]

Know Your Insurer Series: Living Well with Vivo

Webinar

Benefits of Vivo Wellbeing for policyholders & advisers and ways this offering can translate to value without additional cost & effort for the practice.   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 […]

Risk Support Showcase [Register Now]

Webinar

Register Now for the Risk Support Showcase Join us for a day packed with interactive sessions designed to help streamline your risk advice processes and enhance the way you deliver advice. The Risk Support Showcase will feature a variety of providers offering practical solutions and insights to elevate your business. Think of it like a […]

Technical Series: Follow the Money: Financial Underwriting for the Self Employed

Webinar

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 […]

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