Risk Hub

Practice Development Series: Why Wellbeing is What Clients Want
2024-10-10 11:00 - 12:00 (Australia/Sydney) | 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 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.

Know Your Insurer Series: Living Well with Vivo
2024-10-23 11:00 - 11:30 (Australia/Sydney) | 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 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.

Risk Support Showcase [Register Now]
2024-11-12 09:00 - 16:00 (Australia/Sydney) | 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 live expo, with demonstrations, Q&A, and hands-on tools for your practice.
<<Submit Your Questions for the Sessions Here>>
🗓️ Date: 12 November 2024
🕘 Time: 9am to 4pm AEDST
📍 Location: Online Event

<< REGISTER HERE >>

Run of the Day:
Here’s a sneak peek at the sessions and what you can expect to see:

–> Sessions from 9:00am
9:00am – Open & Overview of the day
Your Hosts: Marc Fabris & Peter Stathis
Kick off the day’s sessions with an overview of the key topics
9:15am – Starting with Digital
Dr Paul Moran – iFact Find
Find out how digital fact find tools can streamline the early stages of the advice process, making data collection easier and faster.
10:00am – Creating Efficiency Early in the Advice Process
Stuart Riddle – Claras.ai
Learn how AI-powered file notes can reduce admin work and boost your productivity.
10:30am – Leveraging Platforms to Streamline Estate Planning
Brant Dillon – The Legal Hub
Discover how to use estate planning platforms to better integrate these services into your advice practice.
11:00am – Online Estate Planning Facilitation
Aaron Zelman – Willed
Simplify estate planning for your clients with a straightforward online solution that makes the process more accessible.
11:15am – Improving Adviser Efficiency: Case Studies & Insights
Karli Mann – Alura Financial
Real-world examples of how outsourcing admin and advice tasks can increase your efficiency and give you more time to focus on clients.
*Break from 12:00 – 12:30pm*

–> Sessions from 12:30pm
12:30pm – Streamlining Client Servicing
Robert Sheptun – CDM Solutions
Practical tools and solutions to improve ongoing client servicing, from managing renewals to enhancing client experience.
1:00pm – Unlocking Efficiency in Underwriting: Pathology Services
Stephen Clarkson – EQ Pathology
Learn how pathology services can speed up the underwriting process and improve client satisfaction.
1:30pm – AI Tools for Advisers
Marc Fabris – Risk Hub
Explore AI tools that are transforming efficiency in advice delivery, including insights into which tools other advisers rely on and where to find additional support.
2:00pm – Technical Assistance for Advisers
David Spiteri – LifeTech Assist
Discover how technical support can help optimise your advice delivery systems and streamline operations.
2:30pm – Help When It Matters Most: Claims Support
Trevor Battersby – TPD Claim Support
Insights into managing the claims process, the regulations you need to be aware of, and the key risks for advisers.
3:00pm – Panel Discussion: Industry Insights & Q&A
Keely O’Brien CALI / Phil Anderson FAAA
Have your questions answered by representatives from key industry bodies as they discuss what’s next for risk advice support in Australia.
3:30pm – Key Takeaways and Close of session
Your Hosts: Marc Fabris & Peter Stathis
Wrap up with essential insights and actionable steps from the day

<< REGISTER HERE >>

You’ll be able to pick and choose the sessions most relevant to your needs. So, register, mark your calendar, and we’ll see you there!

Can’t make it?
No problem! All sessions will be recorded and available to watch later. Just make sure to register, and we’ll keep you in the loop with access to the recordings and any special offers from the providers. Don’t miss out – even if you can’t join live, you’ll still have the opportunity to benefit from the valuable insights shared on the day.
<<Submit Your Questions for the Sessions Here>>
For more info, send us a message at info@riskhub.com.au.

Did you previously use our Save the Date option? Once registered, feel free to remove your ‘save the date’ calendar entry.

Technical Series: Follow the Money: Financial Underwriting for the Self Employed
2024-11-21 11:00 - 12:00 (Australia/Sydney) | 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 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.

Know Your Insurer Series: Get to Know MLC Life Insurance
2024-12-05 11:00 - 11:30 (Australia/Sydney) | 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 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.

Back to Business With an Award-Winning Underwriter | MLC Life Insurance
2025-01-23 12:00 - 13:00 (Australia/Sydney) | Webinar
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 Ross, our Partner Education Manager.
Given in recognition of demonstrated excellence in the life insurance industry, the ALUCA Leadership Award celebrates Darren’s record of achieving outstanding underwriting outcomes for our customers and partners. Hear what Darren has to say about his approach to underwriting and his tips for industry professionals at what’s sure to be an entertaining and informative discussion.
Register now to secure your spot: https://lnkd.in/gukMrGhA

SPEAKERS

DARREN LEONARD
Northern Underwriting Manager
MLC Life Insurance

Darren has an extensive experience in the Life Insurance industry both across underwriting, and as a practicing adviser. In this time Darren has developed a deep understanding of all facets of the underwriting process, leading to recognition in 2024 as the ALUCA Excellence Leadership award winner for his contributions to the field of underwriting.In his role as Norther Underwriting Manager at MLC life Insurance Darren overseas the NSW & QLD underwriting teams while contributing to driving forward the continued commitment of MLC Life Insurance to supporting advisers getting more Australians insured.

MARSHALL ROSS
Partner Education Manager
MLC Life Insurance

With over a decade’s 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 Partner Education Manager is responsible for developing & delivering MLC Life Insurance’s Partner Education Program, which in 2024 was a finalist for the IFA Excellence Awards Education Provider of the Year along with Marshall being an individual finalist in the Industry Thought Leader of the Year.

Getting the Most Out of Working with MLC Life Insurance
2025-01-29 11:00 - 11:30 (Australia/Sydney) | Webinar
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 offers across all business areas, including underwriting, in-force management, and claims processing
Register now to secure your spot: Click here

The Secrets to Effective Underwriting | MLC Life Insurance
2025-02-13 11:00 - 11:30 (Australia/Sydney) | Webinar
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 time and ensuring a seamless experience for all.
Register now to secure your spot: Click here

Leveraging Data to Build Appropriate Trauma Cover | MLC Life Insurance
2025-02-25 11:00 - 12:00 (Australia/Sydney) | Webinar
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 lifestyle expenses.
Register now to secure your spot: Click here

Riskinfocus 25 Risk Advice CPD Tour - Hobart
2025-03-04 07:45 - 17:30 (Australia/Hobart) | Crowne Plaza Hobart
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 of so many Australians, their families and their businesses.

Presentations that focus on life insurance issues, life insurance advice and business building
Up to 6.5 CPD hours, including a session considering some of the ethical dilemmas associated with delivering life insurance advice
Intended for ALL financial advisers and support team members; not just ‘Riskies’
Longer breaks and more opportunities to network with your friends and peers
Greater access to speakers post presentation
Adviser panels returning in 2025

More advisers delivering more life insurance advice to more Australians
Early Bird Registrations will be open for a short time…
*Event Registration starts at 07:45 – 08:15

Locations & Dates

HOBART – Tuesday 4 March
Crowne Plaza
ADELAIDE – Thursday 6 March
Adelaide Convention Centre
PERTH – Tuesday 11 March
Pan Pacific Hotel
MELBOURNE – Thursday 13 March
Sofitel Melbourne on Collins
BRISBANE – Tuesday 18 March
The Star Brisbane
SYDNEY – Thursday 20 March
Sofitel Sydney Wentworth

The MLC Life Insurance Difference
2025-03-05 11:00 - 11:30 (Australia/Sydney)
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 areas that exist to support your clients, from underwriting to in-force management to claim time.
Register now to secure your spot: Click here

Riskinfocus 25 Risk Advice CPD Tour - Adelaide
2025-03-06 07:45 - 17:30 (Australia/Adelaide) | Adelaide Convention Centre, North Terrace, Adelaide, SA, 5000, Australia

Riskinfocus 25 Risk Advice CPD Tour - Perth
2025-03-11 07:45 - 17:30 (Australia/Perth) | Pan Pacific Hotel, 207 Adelaide Terrace, Perth WA, 6000, Australia

Riskinfocus 25 Risk Advice CPD Tour - Melbourne
2025-03-13 07:45 - 17:30 (Australia/Melbourne) | Sofitel Melbourne on Collins, 25 Collins St, Melbourne, VIC, 3000, Australia

Riskinfocus 25 Risk Advice CPD Tour - Brisbane
2025-03-18 07:45 - 17:30 (Australia/Brisbane) | The Star Brisbane, 33 William St, Brisbane City, QLD, 4000, Australia

Maximising Efficiencies in The Risk Advice Process | MLC Life Insurance
2025-03-19 12:00 - 13:00 (Australia/Sydney) | Webinar
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 to opportunities for enhanced efficiencies at every step.
Register now to secure your spot: Click here

Riskinfocus 25 Risk Advice CPD Tour - Sydney
2025-03-20 07:45 - 17:30 (Australia/Sydney) | Sofitel Sydney Wentworth, Sofitel Sydney Wentworth 61, 101 Phillip St, Sydney, NSW, 2000, Australia

Demographical Differentiation: Risk Advice Across Generations | MLC Life Insurance
2025-03-27 12:00 - 13:00 (Australia/Sydney) | Webinar
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 some financial advisers may overlook.

This webinar looks at practical strategies for both engaging new, younger clients in risk advice and effectively managing retirees’ retirement impact risks, all with the goal of driving commercial value for your practice.

Register now to secure your spot: Click here

Risk Conversations with Host Marc Fabris and Special Guest Ben Martin
2025-04-09 12:00 - 12:30 (Australia/Sydney) | Webinar
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 world right now is the tax deductibility of advice fees – but how does this impact risk advice? Join this practical Risk Conversation with AIA’s Ben Martin, as we unpack what the recent buzz means in real terms, and how it could benefit your clients.
This session will feature a short presentation from Ben followed by a conversational deep-dive with Marc Fabris, including adviser Q&A. If you’ve got questions – we’ll ask them. If you’re unsure what applies – we’ll clarify it. Practical and to the point.
As always, we encourage you to bring your questions and participate in the conversation.
📅 Date: Wednesday 9 May 2025
🕒 Time: 12:00pm – 12:30pm (AEST)
📍 Location: Online – Microsoft Teams Webinar
🎓 CPD will be assessed following the session
Can’t make it live? Don’t worry! We record all our sessions, so you can watch them later at your convenience.
Register Now to secure your spot and join the conversation!
Speakers:

Digital efficiencies via MLC Life Insurance's Adviser Portal | MLC Life Insurance
2025-04-10 12:00 - 12:30 (Australia/Sydney) | Webinar
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

Beauty in simplicity: Building effective insurance philosophies | MLC Life Insurance
2025-04-16 12:00 - 13:00 (Australia/Sydney) | Webinar
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 can streamline risk advice delivery and better meet regulatory and ethical standards and your clients’ expectations.
Register now to secure your spot: Click here

Securing the Vault: Cybersecurity for Financial Advisers | MLC Life Insurance
2025-04-24 12:00 - 13:00 (Australia/Sydney) | Webinar
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 help safeguard you, your clients, and your business.
Register now to secure your spot: Click here

Virtual masterclass for practice staff: Supporting risk advice delivery | MLC Life Insurance
2025-04-30 12:00 - 14:30 (Australia/Sydney) | Webinar
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

Risk Conversations: Marc Fabris and Peter Stathis, with Special Guest Trish Gregory
2025-05-01 11:00 - 11:45 (Australia/Sydney) | Webinar
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 delve into:

Why Trish made the shift from holistic advice to insurance-only – and what she’s learnt
How a focus on risk can create a simpler, more streamlined advice process
The importance of working with other advisers – and how to refer risk effectively
Rediscovering the value of risk advice – and finding genuine reward in the work

As always, we encourage you to bring your questions and participate in the conversation.
📅 Date: Thursday 1 May 2025
🕒 Time: 11:00am – 11:45am (AEST)
📍 Location: Online – Microsoft Teams Webinar
🎓 CPD will be assessed following the session
Can’t make it live? Don’t worry! We record all our sessions, so you can watch them later at your convenience.
Register Now to secure your spot and join the conversation!
Speakers:

The Product Fundamentals of Risk Advice | MLC Life Insurance
2025-05-14 12:00 - 13:00 (Australia/Sydney) | Webinar
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 spot: Click here

Risk Conversations: Marc Fabris and Peter Stathis, with Special Guest Nicole Bendeich
2025-05-22 11:00 - 11:45 (Australia/Sydney) | Webinar
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 to hear from Nicole as she shares insights from running a dedicated life insurance advice practice – and how she has:

Integrated technology and AI to manage workload, improve efficiency, and simplify advice
Approached client conversations with a balance of equal parts professional and casual – helping clients feel at ease and more open to engaging with their cover
Turned up for clients in a relatable way – creating a better client experience and building stronger long-term relationships

As always, we encourage you to bring your questions and participate in the conversation.
📅 Date: Thursday 22 May 2025
🕒 Time: 11:00am – 11:45am (AEST)
📍 Location: Online – Microsoft Teams Webinar
🎓 CPD will be assessed following the session
Can’t make it live? Don’t worry! We record all our sessions, so you can watch them later at your convenience.
Register Now to secure your spot and join the conversation!
Speakers:

Client Confidence: Positioning Risk Advice | MLC Life Insurance
2025-05-22 12:00 - 13:00 (Australia/Sydney) | Webinar
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.

Register now to secure your spot: Click here

Safe as Houses: Building an Ethical Risk Advice Framework | MLC Life Insurance
2025-06-05 12:00 - 13:00 (Australia/Sydney) | Webinar
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 scenarios, we’ll look at building some simple steps into the risk-advice process to avoid ethical dilemmas.

Register now to secure your spot: Click here

Risk Conversations: Marc Fabris and Peter Stathis, with Special Guest Tim Kay
2025-06-12 11:00 - 11:45 (Australia/Sydney) | Webinar
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 by Tim Kay – a deeply experienced adviser who leads the risk function at Ashfords, a multidisciplinary accounting and financial services firm. Tim brings valuable perspective on integrating insurance into broader financial conversations, building trust across a firm, and creating a more streamlined advice process that helps reduce manual effort and keep things moving.
We’ll explore:

How Tim has embedded risk advice in a large accounting-led business

Building strong referral relationships and trust within a broader firm

How he’s created a more streamlined advice process, reducing manual effort in onboarding and implementation

What it means to “live and breathe” risk advice – and how personal experiences can shape your approach

As always, we encourage you to bring your questions and join the conversation.
📅 Date: Thursday 12 June 2025
🕒 Time: 11:00am – 11:45am (AEST)
📍 Location: Online – Microsoft Teams Webinar
🎓 CPD will be assessed following the session
Can’t make it live? Don’t worry – we record all our sessions so you can catch up when it suits you.
Register now to secure your spot and be part of the conversation!
Speakers:

The Code of Ethics According to the FAAA | MLC Life Insurance
2025-06-12 12:00 - 13:00 (Australia/Sydney) | Webinar
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
