When it comes to Life Insurance products, often features and their value may not be easily understood by clients. How can we help them understand how they are applicable to the unique risks each of them wish to mitigate in their day-to-day life? In this session we look at types of contracts and their features, […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Don’t miss out on Riskinfocus 24 – coming to your state capital city in March! More great CPD-eligible content in a packed life insurance-focussed program which is designed for ALL financial advisers; not just ‘riskies’.It’s so important to see more advisers deliver more life insurance advice to more Australians and we hope the thoughts and […]
Risk advice is incredibly valuable and comes with its own unique requirements for advisers. In this session we bust common myths around risk and compliance when it comes to personal insurances and provide simple tools to aid in seamlessly de-risking the advice process without any additional steps. We look at real world data on complaints, […]
Personal risk mitigation is an essential part of any financial plan but is a highly complex area of advice to implement efficiently. By building a streamlined and efficient end to end advice process across the advice practice, advisers can provide effective risk advice to more clients and more easily build risk advice into their process. […]
Risk onboarding is dependent on navigating the underwriting process effectively for each client. In this session we explore the MLC Life Insurance underwriting philosophy along with tips for engaging with underwriting and efficiently supporting clients through the process to save time. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the […]
FAAA Roadshow 2024 (Albury Wodonga) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance […]
FAAA Roadshow 2024 (Sydney) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Canberra) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Melbourne) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
A more efficient way to access CPD The Ensombl All Licensee PD Day is a licensee-agnostic one-day professional development event, giving advisors access to 10 CPD-accredited sessions from leading speakers. It’s the most efficient way to make a real dent in your annual CPD needs, and with an average attendance of over 1,800 advisors, it […]
FAAA Roadshow 2024 (Hobart) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
Efficiency in provide risk advice to clients is highly dependent on leveraging digital solutions. In this session we highlight the areas you can utilise with MLC Life Insurance to maximise time savings and provide a great client experience. PRESENTER: Marshall Ross – Strategy & Risk Advice Manager With experience in the Life Insurance industry […]
In today's competitive professional landscape, high-earning individuals invest a substantial amount of human capital in their careers, dedicating years to education, delaying entry into the job market, and accruing significant student debt. The journey to success often demands hands-on experience, which can be both costly and challenging to attain during university or early career stages. […]
FAAA Roadshow 2024 (Mackay) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Orange) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Brisbane) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
Insurance in super has become prolific in recent years and while cash flow is a common consideration, the opportunities are much broader. In this session we look at methods to enhance our advice through both SMSF & Retail superannuation by taking advantage of the environment, while considering the regulatory and ethical factors in our advice. […]
FAAA Roadshow 2024 (Adelaide) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
FAAA Roadshow 2024 (Perth) An outstanding professional development program featuring a range of thought leaders and business experts ROADSHOW TICKETS AVAILABLE NOW! Join us at the FAAA Roadshow 2024, taking place in 10 locations across the country during April and May. This full-day event, one of the FAAA’s signature gatherings, offers an excellent chance for […]
Join Risk Hub founder Marc Fabris and The Life Insurance Guy, Pete Stathis, for a deep and meaningful chat on Risk. We'll cover various topics, including: What Pete is up to with his new venture Tech and AI tips from Marc A few observations on the risk market And perhaps a light-hearted discussion about Richmond's […]
ABOUT THE SUMMIT Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms. Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry […]
ABOUT THE SUMMIT Step into the dynamic world of financial advice, where the convergence of regulatory upheaval, digital disruption and business innovation are redefining the landscape for advice firms. Join the 2024 Adviser Innovation Summit for an exclusive experience tailored to financial advisers. Delve into insights from the Quality of Advice Review, presented by industry […]
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 […]
Essential considerations across ownership & funding to efficiently cover various business & personal needs of self-employed 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 leading insurers and a family background in […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Paul Milbourne, Milbourne Insurance Solutions Join us as we delve into: A chat on preassessments Recent hot topics in the risk industry Paul’s new advice business: how […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Morris Winestone, from Winestone & Associates Join us as we delve into: A chat on needs analysis approaches that we see Recent hot topics […]
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 […]
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 […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy And our Special Guest: Mia Inglis (Johnson), from Keyman Financial Services Join us as we delve into: Opportunities for new entrants in the industry The importance of claims […]
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 […]
Welcome to the Risk Conversations Series – an engaging and informal webinar series by Risk Hub. This is our Special Underwriting Edition Host: Marc Fabris, Founder of Risk Hub Co-Host: Peter Stathis, The Life Insurance Guy Special Guests: Karen Janes, Chief Underwriter, AIA Amber Brockie, Head of Underwriting, MLC Life Insurance Marcello Bertasso, Head of Underwriting […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
What better way to set yourself up for career success in 2025 than a live sit-down with an award-winning industry leader? Join us for our first event in this year’s webinar series. Darren Leonard, winner of the 2024 ALUCA Life Insurance Excellence Leadership Award, answers your questions about underwriting in a live Q&A with Marshall […]
Duration: 30 minutes CPD Area: Client care and 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 […]
Duration: 30 minutes CPD Area: Client care and practice Effective risk onboarding hinges on successfully navigating the underwriting process for each client. In this session you’ll delve deep into MLC Life Insurance's underwriting philosophy, gaining practical tips for engaging with our underwriting team and learning how to support your clients through the process, saving valuable […]
Duration: 1 hour CPD Area: Technical Without a clear methodology in place, determining the right sum insured for your clients’ Critical Illness Insurance can feel like a guessing game. This session will guide you through a data-driven approach to constructing appropriate cover, taking into account data on medical care, claim causes and rates, family costs, and […]
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind; not just ‘riskies’, as we continue to value and respect the fantastic work you do and the critically-important role that you play in the lives […]
Duration: 30 minutes CPD Area: Client care and practice Part of MLC Life Insurance's Know your Insurer series, this session identifies and outlines the points of difference across the MLC Life Insurance product suite. In addition to learning about different advice strategy uses, you’ll gain an insight into the range of MLC Life Insurance business […]
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind; not just ‘riskies’, as we continue to value and respect the fantastic work you do and the critically-important role that you play in the lives […]
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind; not just ‘riskies’, as we continue to value and respect the fantastic work you do and the critically-important role that you play in the lives […]
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind; not just ‘riskies’, as we continue to value and respect the fantastic work you do and the critically-important role that you play in the lives […]
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind; not just ‘riskies’, as we continue to value and respect the fantastic work you do and the critically-important role that you play in the lives […]
Duration: 1 hour CPD Area: Client Care & Practice An efficient, streamlined, end-to-end risk-mitigation process enables advisers to provide an effective service to more clients in a highly complex area. Featuring examples and technology that can help you build risk advice into any financial plan, this webinar examines the various stages of the process with consideration […]
Don’t miss out on Riskinfocus 25 – coming to your state capital city in March! The event has been designed with ALL financial advisers and their support colleagues in mind; not just ‘riskies’, as we continue to value and respect the fantastic work you do and the critically-important role that you play in the lives […]
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 […]
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 […]
