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THE PROGRAMME


What a brilliant plenary! The engineering and design concepts behind the plenary rooms at MCEC are worth coming to see alone! But of course you will have the added benefit of the expertise of our line-up of great speakers. True to our commitment to bring quality and practicality to this life risk dedicated event - for your benefit - we have no politicians, insurer staff or 'motivational' presenters speaking at this event. There are plenty of other events that offer these, in spades.

We choose technical experts in various related fields to impart their intimate knowledge on topics that you have chosen and requested in previous feedback and throughout the year in your communications with the risk store. So read on for what you can expect in 2010.


A mix of plenary, panel and interactive breakout workshop sessions will offer you a valuable range of knowledge and tools to help you "refine your craft". The topics include:

  • Business Succession Planning
  • Claims Case Studies & Claims Management
  • Medical Sessions
  • How The Fee Model Can Work For Life Risk Advising
  • Quality SoA's including Replacement Policy Advice
  • Personal, home and child care costs - what are they?
  • TPD & Psychiatric Illnesses
  • plus more to be announced…

Speakers will include:
  • Peter Bobbin, The Argyle Partnership. One of our industry's most respected legal experts.
  • Dr Paul Davis, CMO of RGA and the most entertaining medico you will ever hear!
  • Michael Jackson, CEO of PPS from South Africa
  • Danielle Robertson, CEO of Dial-an-Angel
  • Steve Murray of Catalyst Compliance
  • Four of your adviser colleagues, with their claims case studies (separate sessions)
  • Dr Nick Glozier, Independent Psychiatric Consultant
  • Mark Westcott, Practising Adviser & Entrepreneur
  • Sue Laing, Managing Director - The Risk Store
  • Connie Pullella and Eve, Practising Adviser & her live claim case study!
  • Melinda Moro Senior Underwriter, GenRe Reinsurer  
  • Plus more...

With all catering in the breaks being in the piazza, you can be assured of maximising your networking and enjoying great camaraderie and lots of long conversations during the breaks...



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