The Riskinfocus 24 CPD Tour is almost complete, with sold-out events having now been delivered in Perth, Adelaide, Hobart, Melbourne and Sydney.
Engagement by the broad adviser community has been evident at an event series which has been seeking to contribute to an outcome where more advisers will deliver more life insurance advice solutions to more consumers.
Feedback from attendees has reaffirmed the value of the content and messages shared in the day’s presentations and panel sessions, where a vast array of information, thoughts and ideas has been shared.
Attendees have also been provided with an opportunity to share their own thoughts and ideas – the ‘Wisdom in the Room’ – by way of documenting for their peers the way in which they approach common client objections, ask for referrals, manage loadings and exclusions and articulate charging fees for life insurance advice.
Riskinfo will report a number of issues raised at Riskinfocus 24, once the series has been completed. In the meantime, scroll down for a selection of images taken from the events so far…
AIA Australia Distribution Capability Manager – Technical, John Giannikos, has been delivering a master class breakfast session focussing on claims issues associated with the new world of income protection insurance products launched into the market in October 2021…Riskinfocus 24 has been presenting to a sold-out audience of advisers around the country, including here in Perth…Proving very engaging with Riskinfocus 24 audiences have been the adviser panels moderated by ClearView Wealth’s Chris Blaxland Walker (R), accompanied here by Perth advisers Mark Rando, Adam Smith and Serena West…TAL’s Scott Hoger shares his ‘wisdom’ in articulating the concept of life insurance advice risk profiling in his presentation ‘Journey to a Sustainable Advice Process: How ALL Advisers Can Deliver Fit-for-Purpose Life Insurance Advice’MLC Life Insurance Partner Education Manager, Marshall Ross, driving home a key point in his presentation on Solving the Disability Dilemma…Audere Consulting’s Stewart Bell shares his expertise with the Riskinfocus Melbourne audience in tech solutions for advice businesses…CALI CEO, Christine Cupitt told advisers at this week’s Sydney event the new peak body is committed to engaging with the adviser community in order to drive great life insurance outcomes for consumers…Long-time industry servant, Mark Neil, shared latest thoughts and ideas around the specialist insurance needs of high-earning professionals…AFCA Lead Ombudsman Investments and Advice, Shail Singh, garnered positive feedback from Riskinfocus 24 attendees for his engaging presentation, including case studies, on life insurance advice complaints that have come before the regulator…Elixir Consulting’s Graham Burnard shared valuable insights stemming from the firm’s latest advice business research findings under the theme of ‘Delivering profitable risk advice – pipe dream or possibility?’Zurich’s Adam Crabbe unveiled the findings in the insurer’s much anticipated Cost of Care 2 study…MetLife’s Jeffrey Scott facilitated a great advice business success story in asking MBS Insurance Co-CEO, Kris Mason and MBS Melbourne-based adviser, Carlie Thatcher to share their journey at Riskinfocus 24 in Melbourne…
Riskinfocus 24 completes its CPD Advice Tour in Brisbane later this week and will return to all state capitals in March 2025.
