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 will hear and see 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 with SMEs
  
• Claims case studies & claims management
• Medical session on obesity and its ramifications
  
• How the fee model can work for life risk advising
• Life risk insurances in SMSFs
  
• Quality SoA's
• Replacement Policy Advice
• Excellence in file-noting
  
• Personal, home and child care costs - what are they?
• TPD & psychiatric illnesses
• The emerging trend of Evidence-Based Underwriting
• A young MS case study and the lessons we can learn from it
  

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 and Chairman of LIMRA SA, from South Africa
• Danielle Robertson, CEO of Dial-an-Angel
• Tony Negline, industry superannuation guru
  
• Steve Murray of Catalyst Compliance
• Three of your adviser colleagues, with their claims case studies (separate sessions)
• Rob Winch, passionate life risk adviser and file-noter extraordinaire!
  
• Dr Nick Glozier, psychiatrist and Assoc. Prof. University of Sydney
• Mark Westcott, practising adviser & entrepreneur
• Sue Laing from the risk store
• Connie Pullella and Eve, practising adviser & her live claim case study!
• Lindsay Cross, Principal Underwriter, GenRe Reinsurance  
• Jessica Ruby, MS Ambassador
  

With all catering in the breaks being in the Expo 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 Expo Piazza Opens (Level 1)			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 (Level 1)			11:05 - 11:30
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	11:30 - 12:15
The Art and Science of File-noting - Why, What, How, When and Whom?	Rob Winch Adviser	Referred to us by Peter Bobbin who said "Rob has the best file notes protocol I've ever seen", Rob had to be one of our picks for our "refining your craft" theme - if there's one skill you need to be excellent at doing, it's file noting! Rob will, in his inimitable style, also add some great tips and wisdom as bonus value on the day	12:15 - 1:00
Open Forum - Questions From The Floor
Lunch in the Piazza			1:10 - 2:00
Breakout Workshop 1 (Level 1 Room 105) How are your SME language skills?	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 (Level 1 Room 104) Insurances in SMSFs – do you have all the tools ?	Tony Negline Principal Financial and Technical Solutions	A detailed look at the benefits to be gained from using SMSF ownership of insurance, as well as the issues to be sure the client is aware of with this strategy	2:00 - 3:00
Breakout Workshop 3 (Level 1 Room 106) A discussion on fees in life risk advising	Panel: Rob Winch Adviser