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Video Library

The video library is full of excellent learning content. A lot of it is technical but not all. We apologise for some of the videos being low resolution when resized to view fullscreen. We recommend these are left half size for viewing. We intend to bring you more video content. Keep an eye out for updates in our Risk Read emails, and visit our 'What's New' section under 'Tools' for the latest releases.

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Lightbulb Idea IconQUICK TIP: To find content quickly, use SEARCH [above right] with quotation marks e.g. "Estate Planning"; "Trauma"; "Claims", etc.

Video: Children And The Risk Process
Whether young or grown, children can pose a real and present risk on a family's financial stability. When addressing a family's insurance needs, it is equally as important to consider the risks of children as it is to fact find and conduct needs analysis for the parents. See also the Technical Article accompanying this video. Note: we apologise for the lo-res, but still watchable version. Duration 8:49
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Video: Estate Planning - Navigating The Right Advice Path
Being the pivotal point in your clients’ estate and business succession planning is a key ingredient in the crucial client relationship. How do you navigate that fine line between being a great facilitator and giving unauthorised advice? Peter McKnoulty, Partner from McCullough Robertson Lawyers tells how... See also the slide presentation, the text transcript and the MP3 audio version. Note: we apologise for the lo-res, but still watchable version. Duration 46:00
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Video: Insurance In Superannuation
Andrew Lowe tells everything you always wanted to know about life insurances in super but didn't know how to get to the bottom of the debates!! Andrew has the capacity to cut through all the hype and deliver a solid, balanced, technical presentation on the ins and outs and pros and cons of term life, TPD, trauma and income protection being written as superannuation-owned. See also the slide presentation, the text transcript and the MP3 audio version. Note: we apologise for the lo-res, but still watchable version. Duration 49:00
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Video: Martin & Michael - A Business Succession Planning Case Study
When this interview was conducted on the main platform at the risk store's annual conference in April 2008, it created quite a wave of awareness of the practical outcomes of business succession planning. This is an emotional, real view of just what happens when a business partner suffers a very serious illness and remains alive to be a part of the withdrawal process from the business and the eventual outcomes for the business. It also highlights just what is in store for the 'unaffected' partner...who is in fact far from being 'unaffected'. This video is still very relevant now as it was in 2008. See also the MP3 audio file, and the text transcript. Note: we apologise for the lo-res, but still watchable version. Duration 27:00
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Video: Nomination Of Beneficiaries
Specialist estate planning lawyer, Peter Bobbin, examines everything you always wanted to know about nominating beneficiaries but were afraid to ask. This is a very technical and yet entertaining session with case studies. See also the slide presentation, the text transcript and the MP3 audio version. Note: we apologise for the lo-res, but still watchable version. Duration 56:00
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Video: Policy Ownership Strategies
Getting the facts about the financial needs is one thing. Getting the sums insured right is another thing. The third skill - structuring so the benefits are paid to the right person or entity and keeping this up-to-date - can make or break the outcome. See also the Technical Article accompanying this video. Note: we apologise for the lo-res, but still watchable version. Duration 8:22 Please note that the information in regard to issues of superannuation ownership of life insurance has now altered since this video was produced.
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Video: Risk Insurance Fact Finding
Risk management requires detailed checklists of what to ask, if it's going to cover wealth protection issues. How to ask about how financial needs will be affected by a critical situation is a skill in itself. Formal processes will help keep you on track. See also the Technical Article accompanying this video. Note: we apologise for the lo-res, but still watchable version. Duration 7:45
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Video: The Dream Team - How To Woo Accountants
Dani Peer is an extraordinary speaker. This is a whole new slant on how to woo accountants before you try to work with them - some great tools and concepts are presented in this session. See also the slide presentation, the text transcript and the MP3 audio version. Note: we apologise for the lo-res, but still watchable version. Duration 35:00
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Video: Trauma & Buy/Sell Deeds
What Happens When Things Don't Go According To Plan? Another great learning session hosted by the risk store and presented by leading estate planning and business succession planning law firm, McCullough Robertson Lawyers based in Brisbane. This is a must see video for advisers working with SME clients, wanting to fully understand the ramifications and benefits of incorporating Trauma cover as part of your advice solution. Note: we apologise for the lo-res, but still watchable version. Duration 1:07:36
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Video: Trauma In Business Insurance
The use of trauma in business succession planning and the need to include trauma into the funding arrangements for business partners has always been a real challenge for advisers and spawns much debate. Matt Burgess from McCullough Robertson Lawyers discussed what the issues are and how to meet them head-on and effectively for these clients and still achieve a robust and acceptable outcome. See also the slide presentation, the text transcript and the MP3 audio version. Note: we apologise for the lo-res, but still watchable version. Duration 55:00
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Video: Trauma vs Income Protection
Neither product is a risk solution on its own (if the client is insurable for both). How they link together and how to assist the client to juggle the need for one against the other if they can't afford enough of both combined. See also the Technical Article accompanying this video. Note: we apologise for the lo-res, but still watchable version. Duration 7:45 This video is a joint interview between Sue Laing and Chris Kirby and we thank Chris for his permission to reproduce it here.
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