{"id":70905,"date":"2024-04-16T08:34:34","date_gmt":"2024-04-15T22:34:34","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=70905"},"modified":"2024-04-23T09:29:00","modified_gmt":"2024-04-22T23:29:00","slug":"client-risk-matrix-your-verdict","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2024\/04\/16\/client-risk-matrix-your-verdict\/","title":{"rendered":"Client Risk Matrix \u2013 Your Verdict"},"content":{"rendered":"<div id=\"polls-321\" class=\"wp-polls\">\n\t\t<div class=\"pollHeader\"><strong>Would you consider building a client risk matrix into your life insurance advice process?<\/strong><\/div><div id=\"polls-321-ans\" class=\"wp-polls-ans\"><ul class=\"wp-polls-ul\">\n\t\t<li>Yes <small>(61%)<\/small><div class=\"pollbar\" style=\"width: 61%\" title=\"Yes (61% | 51 Votes)\"><\/div><\/li>\n\t\t<li>No <small>(20%)<\/small><div class=\"pollbar\" style=\"width: 20%\" title=\"No (20% | 17 Votes)\"><\/div><\/li>\n\t\t<li>Not sure <small>(19%)<\/small><div class=\"pollbar\" style=\"width: 19%\" title=\"Not sure (19% | 16 Votes)\"><\/div><\/li>\n\t\t<\/ul><div style=\"text-align: center\"><\/div><\/div>\n\t\t<input type=\"hidden\" id=\"poll_321_nonce\" name=\"wp-polls-nonce\" value=\"14bad6b8a9\" \/>\n<\/div>\n\n<p>A clear majority of the adviser community appears to support the idea of building a client risk matrix into their life insurance advice process.<\/p>\n<p>As we go to press our latest poll has found that six out of 10 respondents would consider building such a matrix into their life insurance advice process.<\/p>\n<p>However, more than one in five of those responding (22%) would not be open to the idea, while the remaining 18% are not sure.<\/p>\n<p>As we reported earlier, a client risk matrix process has been advocated as a way to develop a consistent and workable approach towards delivering and implementing fit-for-purpose life insurance advice recommendations (see: <a href=\"https:\/\/riskinfo.com.au\/news\/2024\/04\/02\/risk-matrix-pathway-to-fit-for-purpose-life-insurance-advice\/\">Risk Matrix Pathway\u2026<\/a>).<\/p>\n<p>Shared with adviser audiences around the country at <a href=\"https:\/\/riskinfocus.com.au\/\" target=\"_blank\" rel=\"noopener\">Riskinfocus 24<\/a> by TAL\u2019s <strong>Scott Hoger<\/strong> and <strong>David Glen<\/strong>, the risk tolerance matrix is intended as a tool which can be used by any financial adviser having life insurance conversations with their clients. Hoger and Glen see it as totally transparent, consistent, repeatable and fit-for-purpose for almost any client scenario.<\/p>\n<p>Our poll remains open for another week and we welcome your thoughts\u2026<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A clear majority of the adviser community appears to support the idea of building a client risk matrix into their life insurance advice process. As we go to press our latest poll has found that six out of 10 respondents would consider building such a matrix into their life insurance advice process. However, more than [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":70911,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,49],"tags":[],"class_list":{"0":"post-70905","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-general","8":"category-polls"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/70905","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/24"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=70905"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/70905\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/70911"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=70905"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=70905"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=70905"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}