Risk strategy specialist Adam Crabbe is hosting a three-part online seminar covering life, TPD, and trauma insurance for Zurich.
Crabbe, who has more than 25 years’ experience in financial planning and adviser education, says he will offer a fresh look at:
- The latest health trends and what they mean for your advice recommendations
- Key beneficiary and taxation considerations to guide you on the nuances of recommending cover inside and outside super
Adam Crabbe. - Effective sum insured methodologies to determine the right cover levels for your clients
- Regulatory perspectives to help you stay compliant and informed in an ever-changing industry.
- Claims considerations, highlighted by a recent claims study
Part one of the series starts Wednesday 11 June and is called Life Insurance: shades of grey you may not have considered.
Myth-busting the makeup of TPD events and definitions will take place Wednesday 18 June, with the final part on Wednesday 25 June offering insights into conditions, costs and coverage of TPD.
Crabbe is a co-author of Zurich’s award-winning Cost of Care whitepaper, is a Fellow on FINSIA, a contributor of various CPD content on life insurance, and holds both the CFP and Life Risk Specialist designations.
The courses are offered via Zone, Zurich’s training portal.
