Tax Deductibility Helper
May 28, 2025
This resource is for Premium members only. We do try to make the majority of resources free, but this one is a little special. If you’re already a Premium
Learning and Education
Risk Conversations Series
April 13, 2025
Risk Conversations Series: Marc Fabris and Pete StathisIn this webinar series, Marc Fabris, founder of Risk Hub, and Pete Stathis from “The Life Insurance Guy” host relaxed conversations exploring the
Client-Friendly Insurance Flyers – Underwriting and Pre-assessments
March 25, 2025
Further to our recent additions of the Trauma, Income Protection and Life Insurance explainers, we’ve added a new client-friendly resource to support advice conversations. Our latest flyer — Underwriting &
Client-Friendly Insurance Flyers – IP and Life Insurance
March 11, 2025
Following the recent release of our client-friendly Trauma Insurance flyer, we’ve added two more resources to help with your client conversations. These simple, engaging flyers are designed to support discussions
Client-Friendly Trauma Insurance Flyer
February 4, 2025
Helping clients understand Trauma Insurance can be tricky, so we’ve created a simple, engaging flyer that advisers can use in their conversations. This flyer explains what Trauma Insurance is, what
Risk Support Showcase sessions
November 17, 2024
The webinar recordings below, were part of our Risk Support Showcase on 12 November 2024. We hope these add value to your Risk Advice business!*Update January 2025These sessions have now
Resources on Health and Financial Wellbeing
May 3, 2024
We’re pleased to include two recent reports from PPS Mutual in our collection of adviser resources. Below you’ll find a bit more information about each, along with links to access
PPS Mutual Live Webinar Recording – Accounting Professionals – Navigating Health, Well-being and Risk
February 22, 2024
Accounting Professionals – Navigating Health, Well-being and Risk [*UPDATE* CPD certification is now available in the courses section here – Accounting Professionals] Accountants are architects of financial strategies, navigating
PDS List – Historical
November 28, 2023
Historical PDS ListingThe listing below contains links to historical (legacy) PDSes.For ease, please use the search box – you may enter a combination of items, such as Insurer and year