The AFA and FPA are jointly presenting a webinar next week entitled A Guide to Giving Life Insurance Advice.
The one hour webinar will be held on Monday, 13 December at 12pm.
In a note to members the AFA says the two industry organisations’ Joint Life Insurance Taskforce has worked on a number of things over the last two years, including recently contributing to the development of a Life Risk Guide, “…that has been designed to assist members to give compliant advice that meets the requirements of multiple codes, including the FASEA Code of Ethics.”
The AFA says that those attending Monday’s webinar will hear from two advisers who have been members of the joint taskforce, and have been involved in the development of the guide – Mark Everingham Managing Director, Personal Risk Professionals and Katherine Hayes, Financial Advisor, Hayes & Co Insurance.
They will work through the advice process and the key steps to take to ensure that your advice complies with the law and the obligations of different codes.