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Bringing together key reporting and take-outs for risk focused advisers during the last month.
No images? Click here Click through for our infographic review of the most popular stories and other ‘highlights’ in Australia’s life insurance and advice sectors in January…
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Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
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No images? Click here Fees Versus Commissions New research suggests many Australians would prefer to pay an upfront fee for life insurance advice if this translated into lower premiums over the lifetime of the policy. Reflecting on this finding, CoreData’s Kristen Turnbull asks the question: are consumers really prepared to put their money where their mouth is?
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
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No images? Click here How Understanding Preventative Health Can Help You Provide Better Financial Advice TAL’s Dr Sally Phillips emphasises the value of preventative health measures in this article. Her message reflects the evolving nature of life company narratives in 2020, which extend well beyond simply insuring a policy holder and issuing annual renewal notices...
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here Making Compliance Work For You: The Elements of Valuable Life Insurance – Part 3 In this article, the final in a three-part series, BT’s Crissy De Manuele continues to break down the elements of what constitutes valuable life insurance advice, turning her focus on research comparisons and underwriting pre-assessments…
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here 2020 Vision: MDRT Global Conference International Adviser Round Table The focus of our conversation at this Round Table conducted at the inaugural MDRT Global Conference in Sydney last year revolved around what advisers perceive to be the major opportunities that exist for them and for their advice business in 2020 within a changing regulatory and consumer world…
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Our Riskinfo Round Table series are intended to help you consider the issues of the day – through the eyes of your adviser peers – and also from the perspective of other key industry stakeholders such as life companies, dealer groups, representative bodies and other key players. We consider how each of the issues we discuss may impact your business, your clients and the broader financial services sector …and hope this will also give you the opportunity to reflect on future possibilities. Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here Reality of Fees for Risk Advice Challenged Victorian risk specialist adviser, Andrew Dwyer, challenges the premise that a risk advice business can successfully operate under a model which includes charging fees for life insurance advice…
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here Cancer and the Financial Burden AIA Australia''s Olivia Sarah-Le Lacheur cuts through the noise of challenging times to remind everyone about why life insurance matters and what it means for people when they need help the most.
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here Adviser Wellness SurveyAIA Australia has joined with Deakin University and Dr Adam Fraser, a peak performance researcher, in developing the first-ever national wellbeing and mental health study for financial advisers. This confidential survey is seeking to understand the current state of mental health and wellbeing of financial advisers, establish their coping mechanisms and better understand how they are evolving to deal with significant industry disruptions. The results of the study will be shared with the community and with politicians and will detail the impact that rapid regulatory changes within our industry are having on adviser well-being and mental health. The survey will take about 15 minutes to complete and your feedback will be anonymous. Please take part in this important Adviser Voice study before it closes on Friday 18 December 2020. We hope your involvement will contribute to delivering a better future for you and for the advice industry, for the benefit of all.
Complete Adviser Voice Survey
This is an information feature distributed on behalf of AIA Australia Any opinions expressed in this email reflect the views of AIA Australia. Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
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No images? Click here Your FREE CPD service Practice Management - Generating Business This week''s free CPD quiz outlines strategies that may help advisers bring new clients onboard, position their adviser/client relationship and better communicate the value they offer… Click through now to access this week’s FREE CPD Points read…
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Earn CPD points with Riskinfo Learning. In association with the AFA, this FREE service is a convenient way to build and maintain your professional development commitments. Click through to access your library of relevant articles which have been approved by Campus AFA for your ongoing CPD Points requirements. Your library of FREE CPD articles will grow every week as we seek to add value for Riskinfo readers in a new way… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
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No images? Click here Post Covid-19 Economy Inspiring Increased M&A Activity With Financial Advisers Dennis Tomaras, a partner in eastern seaboard law firm, Cornwalls, believes that Covid-19 will be a significant contributing factor inspiring a wave of merger and acquisition activity in the financial advisory sector…
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here Your FREE CPD service Great Office Productivity, Value of Salaried Advice Staff In this week''s free CPD quiz you can learn what it’s going to take to have more great days at the office and build a better advice business... Click through now to access this week’s FREE CPD Points read…
Click Here to Register
Log in to Riskinfo Learning
Earn CPD points with Riskinfo Learning. In association with the AFA, this FREE service is a convenient way to build and maintain your professional development commitments. Click through to access your library of relevant articles which have been approved by Campus AFA for your ongoing CPD Points requirements. Your library of FREE CPD articles will grow every week as we seek to add value for Riskinfo readers in a new way… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here Quality and Context - the Challenge for ASIC Riskinfo considers the methodology that ASIC will be using to determine the quality of life insurance advice in 2021. We ask how this outcome will be compared with the past, which may be critical in determining the future of life insurance advice in Australia…
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here TAL’s Wide Range Of COVID-19 Support Resources Are Helping Advisers In Challenging TimesAdvisers are needed now more than ever as many Australians are still grappling with the new normal and seeking financial security. There is a unique opportunity for advisers to position themselves as a source of trust and proactively connect with clients in meaningful ways. To help advisers support their clients and adapt to a new way of providing advice, TAL has a hub of tools and resources offering holistic support, with content to continue being added as the COVID-19 response evolves. Designed to enable advisers to continue to deliver quality advice, the hub adds to TAL’s active contribution to the growth of advisers’ capabilities through a crucial year for the financial advice sector. TAL’s COVID-19 adviser support hub includes five key areas of support:
At TAL, we are seeking to empower advisers to respond quickly to the circumstances and find new ways to add value and support their clients. We are committed to continuing to develop and invest in opportunities to better serve advisers, both personally and professionally. We recognise that advisers have an essential role to play ensuring we can all come out of this time stronger than before, and we will continue to invest in our support.
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This is an information feature distributed on behalf of TAL Life Limited. Any opinions expressed in this email reflect the views of TAL Life Limited. Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here As we continue our collective struggle to deal with the impact of Covid-19, click through now for our infographic review of the top stories and other highlights in Australia’s life insurance and advice sectors during the month of July 2020…
View the wrap...
Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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No images? Click here Misperceptions About IP Cover a Red Flag for Life Industry CoreData''s Kristen Turnbull considers a recent research finding which indicates nearly half of consumers who currently have income protection insurance believe they would be covered in the event of job loss...
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Our Adviser Focus series is about you and your advice business. Each week we’ll drill down into a topic that we hope will hold relevance for you. We don’t expect you’ll agree with all of the positions taken by our great line-up of contributors, but the issues they raise will definitely make you think about who you are, what you do, and how you do it… Riskinfo © 2020 | All rights reserved | Information published on riskinfo.com.au is correct at the time of publishing.
Telephone: 1300 RISKINFO
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