|
DAY 1 - THURSDAY
29TH
APRIL
(8am - 5pm) |
|
Topic |
Speaker |
Session Overview |
Forum
Plenary Sessions |
|
Sponsor Partners Piazza Opens |
8:00 |
Official Opening - Your MC will be Dani Peer of The Peer Effect
|
9:00
|
How insurers are crafting their offerings in South Africa - a glimpse into our future?
|
Michael Jackson
CEO
PPS South Africa
|
Some highlights among the innovative developments in South Africa, that will hopefully be a preview of some of the client-focused initiatives we will see here soon. If nothing else it will give you the impetus to get behind our insurers' product development efforts!
|
9:15 - 10:00
|
Tips for tricky business succession planning (business insurance) issues
|
Mark Westcott
Adviser
|
More in-depth than the traditional business succession planning session, this one concentrates on the most tricky areas and how a successful skilled practitioner has crafted his solutions for these
|
10:00 - 10:45
|
|
Claim case study |
Andrew
Harris
Adviser
|
Each of these case studies is designed to showcase technical and case management issues that emphasise the crucial role, in client outcomes, of the knowledgeable, proactive adviser
|
10:45 - 11:05
|
Morning Tea in the Piazza
|
11:05 - 11:35
|
|
Robust Replacement Policy Advice - are you delivering? |
Peter
Bobbin
Lawyer
The Argyle Partnership
|
The industry needs to be concerned about how well (or not) we are delivering replacement policy advice - given how many products are sold as replacements...Peter will delve into the regulatory requirements as well as 'best practice' from the legal viewpoint |
11:35 - 12:20 |
|
Claim case study |
Mark
Thompson
Adviser
|
Each of these case studies is designed to showcase technical and case management issues that emphasise the crucial role, in client outcomes, of the knowledgeable, proactive adviser |
12:20 - 12:40
|
Open Forum - Questions From The Floor
|
Lunch in the Piazza
|
1:00 - 2:00
|
Breakout Workshop 1
|
Sue
Laing
MD
The Risk Store
|
A fast-paced, all-you-want-to-know-in-overview relationship skills session for those grappling with SME engagement (ideal if you haven't yet attended the Risk School's one-day course or webinar) |
2:00 - 3:00 |
Breakout Workshop 2
|
Michael Jackson
CEO
PPS South Africa
|
To be published shortly |
2:00 - 3:00 |
Breakout Workshop 3
|
Panel:
Rob
Winch
Adviser & Others TBA |
Fee-charging in the life risk world is a relatively new development but interest in how to introduce fees is growing fast. Hear from several practitioners sharing their views and methodologies |
2:00 - 3:00 |
|
Afternoon Tea in the Piazza |
3:00 - 3:30
|
The future of underwriting
|
Melinda Moro
Senior Underwriter
GenRe
|
Based on the 'new' industry science of Evidence Based Underwriting, this "plain English" session will broadcast exciting and relevant new thinking from the underwriting experts - our reinsurance colleagues
|
3:30 - 4:15
|
Adviser and Client - Claim case study - with client in tow
|
Connie Pullella
and Eve
Adviser & Client
|
Each of these case studies is designed to showcase technical and case management issues that emphasise the crucial role, in client outcomes, of the knowledgeable, proactive adviser |
4:15 : 4:45
|
|
Open Forum - Questions From The Floor |
|
Day One Closes |
5:00 |
Life Risk Champion of The Year Award announced and presented during Twilight Cocktails
(see below)
|
Sue
Laing
MD
The Risk Store
|
The Life Risk Champion of the Year Award is sponsored exclusively by
the risk store and is designed to recognise individuals who have actively championed life risk insurance over the last 12 months.
[NOMINATE HERE] |
5:30 - 5:35
|
RELAX & REUNITE WITH COLLEAGUES
OVER TWILIGHT COCKTAILS & CANAPÉS
by The Yarra's Historic Drydock Area
(included in the registration fee)
|
5:00 - 6:30
|
|
|
DAY 2 - FRIDAY
30TH
APRIL
(8am - 5pm) |
|
Topic |
Speaker |
Session Overview |
Forum
Plenary Sessions
|
Sponsor Partners Piazza Opens
|
8:00 |
Day Two Starts
|
9:00 |
Another great plain English medical session from Dr Paul
|
Dr Paul Davis
RGA
Chief Medical Officer & Cardiologist
|
Dr Paul would win hands-down as 'most popular speaker' if we trust our last two years' feedback! Here's another straight talking explanation of some of the more challenging decisions you have to deal with - especially those involving the touchy combination of hypertension, raised cholesterol and obesity |
9:00 - 9:50
|
| Refining your SoAs - are you getting through to your clients? |
Steve
Murray
MD
Catalyst Compliance
|
Are you confident that your life risk SoAs always pass the "does this make sense to me?" test with clients? According to Catalyst who deal directly with advisers seeking help in these areas, few do. If they do, there's still room for improvement, without turning your licensees' rules around |
9:50 - 10:35
|
|
Open Forum - Questions From The Floor |
|
|
Morning Tea in the
Piazza |
10:45 - 11:15
|
|
Breakout Workshop 1 |
Sue
Laing
MD
The Risk Store
|
See Day One - breakouts repeated so each delegate can attend two of these three workshops during the Forum
|
11:15 - 12:15
|
Breakout Workshop 2
|
Michael Jackson
CEO
PPS South Africa
|
To be published shortly |
11:15 - 12:15 |
Breakout Workshop 3
|
Panel -
Rob Winch
Adviser & Others TBA
|
See Day One - breakouts repeated
so each delegate can attend two of these three workshops during the Forum |
11:15 - 12:15 |
Lunch in the Piazza
|
12:15 - 1:15
|
TPD and mental disorders - a psychiatrist's view
|
Dr Nick Glozier
Psychiatrist, Industry Consultant
|
Supporting a client through a 'living' insurance (IP and/or TPD) claim with mental illness at its core, is a daunting experience for advisers. Nick has some useful and educational insights for you - you never know when you'll be in this boat... |
1:15 - 2:00 |
Claim case study
|
Frank Avitabile
Adviser
|
Each of these case studies is designed to showcase technical and case management issues that emphasise the crucial role, in client outcomes, of the knowledgeable, proactive adviser |
2:00 - 2:20 |
| Personal, home and child care costs - what are they? |
Danielle Robertson
CEO
Dial-an-Angel
|
|