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 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, […]
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 […]
