Course 1
Face-2-Face
Speakers:
Chris Unwin
Sue Laing
CPD Points
AFA: 6.5
FPA: 6.0
Full Day
Designed Specifically
To Enhance Revenue Generation
Cost: $495*
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The Face-2-Face
Advice Process -
Maximising Effectiveness and Results in Life Risk Advising
Chris Unwin joins with Sue Laing to bring you a full day of sales and technical content which will take you to new heights of effectiveness in your life risk advising.
This course will have you thinking differently: about your communication of the concepts of wealth protection; about the fact finding and the needs analysis and presenting the recommendations so that you reach acceptance by the client; about what field underwriting is and how to manage the client's expectations from the beginning to a better and less stressful result; and about the final 'delivery' process which will pre-empt the next review.
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The Risk School Waiting List
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Course 2
Business Succession Planning
Speaker:
Sue Laing
CPD Points
AFA and FPA 7.25
Full Day
Designed Specifically
To Enhance Revenue Generation
Cost: $495*
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Making Business Succession Planning a Reality: the CVP you
can offer
The drive to build this workshop came about as a result of witnessing many advisers coming out of technical BSP training and having no real way to link and apply their new knowledge, in practice, to a new SME advice service.
Sue Laing conducts this day and delivers it with a passion borne of witnessing many businesses benefit from the right advice, about a topic the proprietors would never have otherwise faced and addressed - if it hadn’t been for committed advisers.
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The Risk School Waiting List
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Course 3
Life Risk Products
Speaker:
Sue Laing
CPD Points
TBC
Up to 7
Full Day
Designed Specifically
To Enhance The Value of Your Advice and Claims Management Processes
Cost: $495*
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The Ins & Outs of Life Risk Products: a generic ‘what’s what’ of product
Many years ago life insurers took on the responsibility of training advisers in what products do and how they work in practice. Neither life insurers nor tertiary financial planning education courses offer this generic training now and many advisers find themselves in the deep end or having ‘lost’ some of this knowledge over the years. That lack of knowledge dilutes the efficacy of any research used; worse, it could lead to inappropriate recommendations. So The Risk School is filling this gap.
Sue Laing will present this course, using her history in product development and research as her technical base.
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The Risk School Waiting List
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Course 4
Sales Success Strategies
Speakers:
Chris Unwin
Sue Laing
CPD Points
AFA: 6.5
FPA: 3.0
Full Day
Designed Specifically
To Enhance Revenue Generation
Cost: $495*
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Sales Success Strategies That Work for Life Risk
The more “selling skills” workshops are run in the industry, the more they are attended. Why? Taking clients on the path to acceptance of recommendations is as much of a relationship and communication exercise as it is a technical one and that has been recognised for a long time when it comes to life risk insurance advising. But these relationship and communication skills are complex and need to be underpinned by professional and robust practice management to be truly effective. This course positions these skills in the context of a well-structured advice and support process. Chris Unwin will present this workshop in conjunction with Sue Laing.
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The Risk School Waiting List
Register Now - Pay Later |
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Course 5
Effective Use of Insurances
in Super
Speakers:
Tony Negline,
Sue Laing
CPD Points
TBC
up to 7
Full Day
Designed Specifically
To Enhance Best Practice in Advice Outcomes
Cost: $495*
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Using Super Ownership of Life Insurances Effectively –
and staying within best advice principles!
This workshop aims to:
Provide advisers with a complete overview of the implications that arise from, and improve advisers’ competencies in: using superannuation funds as owners of life insurance policies, in all relevant areas: tax, estate planning, benefit payments, flexibility, access to benefits etc.
Tony Negline, a leading industry superannuation expert will present this workshop in conjunction with Sue Laing.
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The Risk School Waiting List
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Course 6
The
Sphere
of Risk
Speaker:
Sue Laing
CPD Points
AFA 3.25
FPA 2.5
3
Hours Total
Increased revenue is the ultimate result here, along with more secure outcomes for clients
Cost: $295*
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The Sphere of Risk -
rethinking the concepts of risk
This session challenges advisers to stretch their advice process beyond the traditional family or business ‘package’ of insurances, to capture the risks that parties external to the client family may pose to that family (including eroding existing savings & investments), and also lock in earlier rather than later, the beneficiary relationships that will automatically spring from claims made.
This workshop aims to:
Encourage in advisers a new and broader view of - and arm them with more effective ways to address - all the risks existing within their family and business ‘sphere’, not only those within the ‘nuclear family’. Increased revenue is the ultimate result, along with more secure outcomes for clients.
Sue Laing presents this half-day workshop.
Ideal for wealth creation planners as well as life risk specialists.
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The Risk School Waiting List
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Course 7
Better Field Underwriting
Speaker:
Sue Laing
CPD Points
TBC
up to 3
3
Hours Total
Improve your
field underwriting
effectiveness so your clients receive cover sooner and you get remunerated faster!
Cost: $295*
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Better Field Underwriting –
from beginning to end
Do your efforts towards getting your cases through the underwriting and new business stages start and end in the ‘right’ place? Do you know what proportion of your cases in suspense don’t ever complete; what proportion are still sitting there after a month? Is there room for both (i) a re-think of your field underwriting effectiveness and/or (ii) a review of your back-room processes that support the ‘post-sale’ period? This workshop will certainly reduce your fallout rate and improve your completion times; making your revenue more assured and removing the potential for wastage of time and resources.
Aim of this 3 hour workshop:
To motivate, skill and equip advisers to improve the effectiveness of their field underwriting activities at all stages of new business, so that more clients receive their cover sooner (and advisers are remunerated faster for their efforts). Another gem of a workshop presented in the usual entertaining and enlightening way by Sue Laing.
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The Risk School Waiting List
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*Risk Store member benefit price. Please click here for full pricing info.
Prices shown incur 10% GST
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