This Super Wednesday webinar will be facilitated by Dean Logan, Risk MAC Chair, as we cover key insights, updates and best practice for insurance advisers.
1. Environmental Scan – Are you asking the right questions?
We'll take a bird’s eye view of the political situation, economic factors, impact of culture, technology innovations, current legislation and environmental concerns.
2. Product provider panel discussion with Asteron, Cigna, Fidelity, and Partners Life.
With demand for good quality financial advice, we need to consider supply, product and how does this fit or impact our business decisions and advisory business’s now and in the future.
Following today’s theme of asking the right questions, we will draw one question from above for each of our special guest panelists.
We will also give all our product providers the opportunity to discuss their current market decisions, foreseeable changes, and financial advisers as a distribution model for their business now and in the future.
3. Education - Case Study
Giving consistent quality financial advice means keeping our competence, knowledge, and skill up-to-date. It’s also one of our duties under the Code of Professional Conduct for Financial Advice Services.
Today’s special guest facilitator Cecilia Farrow, Founder and Managing Director at FAP Services Limited, will be discussing best practice when it comes to Insurance Policy Ownership for Business Ownership Protection.
Cecilia will share her insights, experience, and a real-life case study.
This information packed webinar is one not to be missed for insurance advisers!