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 […]
