Duration: 1 hour CPD Area: Client Care & Practice & Technical It’s no secret that financial disparity between today’s retirees and future generations is increasing. When overlaid with the desires of many retirees to financially assist their children and grandchildren, this creates a unique set of risks and challenges. But it also presents opportunities that […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice. Host: Marc Fabris, Founder of Risk Hub Special Guest: Ben Martin, National Manager for Technical Advice & Strategic Partnerships, AIA Australia A hot topic in the advice […]
Duration: 30 minutes CPD Area: Client care and practice Digital solutions are integral to efficiently providing risk advice to clients. Discover how MLC Life Insurance’s Adviser Portal can help you to maximise time savings and provide a great client experience all round. Register now to secure your spot: Click here
Duration: 60 minutes CPD Area: Client care and practice, Technical An insurance philosophy doesn’t need to be complex – in fact, often the simpler the better! In this webinar you’ll discover an approach to creating insurance philosophies that’s simple, effective, and can be completed in as few as two pages. Find out how you […]
Duration: 60 minutes CPD Area: Client care and practice, Technical With so much client data and business information stored online these days, protecting your cyber assets is crucial. This live Q&A with an MLC Life Insurance Cyber specialist, outlines some of the most common cyber traps, as well as measures you can take to […]
Duration: 2.5 Hours CPD Area: Client Care & Practice Hone your risk-processing skills and become versed in end-to-end best practice – from technology to claims to product – in this practical webinar about working more efficiently with MLC Life Insurance. Register now to secure your spot: Click here
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy Special Guest: Trish Gregory, Insurance Specialist at Hayes & Co Insurance Services Join us as we […]
Duration: 60 minutes CPD Area: Client care and practice, Technical Ever wanted to know more about the fundamental areas of personal insurance products? Discover key considerations across various life insurance products, including how they apply to clients, while learning how MLC Life Insurance products fit into the category landscape. Register now to secure your […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy Special Guest: Nicole Bendeich, Life Insurance Adviser and Consultant at Calibre Life This session, we’re going […]
Duration: 60 minutes CPD Area: Client care and practice Soft skills are essential for successfully implementing risk advice – if a client doesn’t proceed with your advice, both time and effort are wasted. Taking lessons from psychology, storytelling, behavioural finance, and real-life examples, this webinar proposes key techniques for positioning risk advice and insurance products. […]
Duration: 60 minutes CPD Area: Professionalism & Ethics In 2019, the Financial Planners and Advisers Code of Ethics set out various principles to govern financial advice. The question is: how are these to be efficiently incorporated into the advice process? In this session we’ll examine key ethical standards impacting risk advice. Then, using example client […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy Special Guest: Tim Kay, Risk Adviser at Ashfords In this session, we’re joined […]
Duration: 60 minutes CPD Area: Professionalism & Ethics Join Phil Anderson, Head of Policy FAAA, as he discusses the current state of the Code of Ethics, and its future evolution in line with the continued growth of the advice profession, with Partner Education Manager, Marshall Ross Register now to secure your spot: Click here
Duration: 60 minutes CPD Area: Professionalism & Ethics Introduced in 2019, the Code of Ethics has now started being formally enforced by the Financial Services and Credit Panel (FSCP). Join Marshall Ross, Partner Education Manager at MLC Life Insurance, as he discusses real cases from the FSCP. Get an insight into where the regulator is […]
Duration: 60 minutes CPD Area: Client Care & Practice Financial advice is an ongoing relationship, with maximum value being attained through the provision of continued advice over time. Effective risk management sits at the cornerstone of any sound financial plan – so, how can advisers balance their clients’ appetites for risk with their goals? This […]
Duration: 60 minutes CPD Area: Client Care & Practice Over $3 trillion worth of wealth is expected to be transferred from baby boomers to younger generations in the coming years. While the wealth-management implications of this are clear, the inherent risks will also create unique advice opportunities. Join us as our panel discusses ways […]
Duration: 30 minutes CPD Area: Client Care & Practice Join us for an insightful session covering the unique features of the MLC Life Insurance product suite and its strategic applications in client advice. As part of MLC Life Insurance's Know your Insurer series, this session will also explore the comprehensive support MLC Life Insurance offers […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub, focused on real-world perspectives from those working in and around risk advice. Empowering Advisers with Smarter Underwriting Host: Marc Fabris, Founder of Risk Hub Special Guests: Amber Brockie, Chief Underwriter, Acenda Stephen Clarkson, CEO, EQ Pathology Stephen Connolly, Director […]
Duration: 60 minutes CPD Area: Client Care & Practice Most Australians hold some form of life insurance through their super. But group insurance can be a very different product to that offered under individual retail insurance. With tips on positioning retail products, articulating their differences, and providing coordinated advice across both areas, this session focuses […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical As the disability landscape evolves, risk advice must continue to consider product design and appropriate coverage amounts in assessing what’s truly being protected. In this webinar you’ll learn about data on TPD claims and disability costs, as well as different product solutions to help […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical What does disability protection look like outside of Australia? And how can we in the industry ensure we’re providing products and advice that best meet the needs of our clients? Don’t miss this exclusive session as global reinsurer, Swisse Re, joins us to […]
Duration: 30 minutes CPD Area: Client Care & Practice Clients are looking to get more value from their insurance products – so, how can we help? Find out about the benefits of Vivo Wellbeing, both to policyholders and advisers, and see how this offering can add value for your practice without additional costs or outlays. […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical The truest measure of an insurer is how it supports its clients come claim time. So, how do we ensure we’re delivering clients the support and outcomes they’ve been promised? This session offers considerations for claims value propositions, along with strategies to understand underwriting and […]
Duration: 30 minutes CPD Area: Client Care & Practice When it comes to risk advice, claim time is when a policy really proves its value. This session covers the MLC Life Insurance philosophy to claims support, and outlines steps advisers can take to enhance the claims support process. Register now to secure your spot: Click here
Duration: 60 minutes CPD Area: Client Care & Practice and Technical Insurer wellbeing offerings are becoming increasingly prevalent in today’s market. In this presentation of global research and behavioural finance reports, we’ll consider a range of findings advisers can use to enhance client experiences and aid ongoing engagement. Register now to secure your spot: Click here
Duration: 60 minutes CPD Area: Client Care & Practice Commerciality is crucial in the risk advice industry, requiring both an understanding of cost-to-serve and remuneration proposition. Discover methods of charging for risk advice, plus the appropriate frameworks under which to do so, while considering the relevant commercial, ethical, and regulatory overlays that allow you to […]
