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The Risk Store


KNOWLEDGE • CONTENT TRAINING CLAIMS CONSULTING

the go-to place for practical, quality, technical life insurance support and expertise for financial advisers including claims process management for insurers and industry super funds

 




Latest addition to 700 tools, articles, checklists & services available
Employing the affordability tools for life insurances: part 3
Giving every client the appropriate information and advice so that they make sensible financial decisions in relation to their life insurance package is paramount. Note: many of these strategies are not appropriately translatable to business (SME) advising. These would be the subject of a separate article.

Throughout this decision‐making, an adviser’s responsibility is to ensure that ad hoc, uninformed choices by the client of benefit design and/or coverage are avoided. All products have available tools for tweaking cost; and cost does not always equate directly with affordability.

Knowledge areas and accreditation
Knowledge area: Life Insurance (75 minutes/1.25 points).
FPA CPD points 1.25 Dimension: Capability (FPA 008267).
AFA CPD points 1.25 (AFA 01022009).
CPA Australia CPD points 1.25 (CPA 000109).

This article was written by Sue Laing for Kaplan Education and reproduced with their kind permission.

VIEW or DOWNLOAD this excellent learning article from TOOLKIT > TECHNICAL ARTICLES

Membership
Dealer group membership now available
Ideal for dealer groups with 15 advisers or more
  • We now offer a corporate membership plan as well as individual memberships.
  • It is a flat fee regardless of the size of your adviser network.
  • So the more advisers you have, the better value your corporate membership will be.
  • Includes access to our technical helpline and helpline archive.
  • Includes member discounts off our risk personal & business SoA templates
  • No joining fee

Call or email Pete Wincott at The Risk Store for more details on
02 4998 6977
peter@theriskstore.com.au


Technical Help
Technical Helpline Service
ALL paid members (corporate and individual) have 24/7 access to our email technical helpline service. We try to provide a written email reply within 48 hours. We also have an archive of the most commonly asked questions.


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