Annual Risk Policy & Awards Breakfast 2017

Churn, Trowbridge, LIF and beyond.

The 5th annual Money Management life/risk breakfast will examine how life advisers are coping with the commercial realities which have been imposed by the Life Framework and whether the life insurance code of practice is making discernible difference.

A panel of industry experts will discuss:

  • The adjustments advisers are having to make to comply with the changing remuneration arrangements.
  • Recent comments by the Australian Securities and Investments Commission with respect to the prevalence or otherwise of churn.
  • The benefits and deficits of direct life insurance offerings.
  • What is driving the cost and shape of new insurance products.

The breakfast will also provide the forum for the presentation of the annual Adviser Choice Risk Awards as determined by research house, Dexx&r. You can view all the finailists below.

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Date: Thursday 19 October 2017
Location: Establishment Ballroom, Sydney
Time: 7:45am - 10:30am (Registration from 7:30am)

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Agenda

7:30am - 7:45am

Registration

7:45am - 8:00am

Hot plated breakfast served

8:05am - 8:40am

Keynote Address

Joanna Bird, Senior Executive Leader of the Financial Advisers - ASIC

8:40am - 9:15am

Panel Discussion

Topics for discussion:
  • The adjustments advisors are having to make to comply with the changing remuneration arrangements.
  • Recent comments by the Australian Securities and Investments Commission with respect to the prevalence or otherwise of churn.
  • The benefits and deficits of direct life insurance offerings.
  • What is driving the cost and shape of new insurance products.

Panellists include:

Brett Clark, Chief Executive, TAL
Philip Kewin, CEO, Association of Financial Advisers (AFA)
Wayne Handley, Managing Director, Bombora Advice

 

Moderator – Mike Taylor, Money Management

9:15am - 9:20am

Short break

09:20am - 9:55am

Awards presentation

Adviser Choice Risk Company of the Year 
Adviser Choice Risk Term & TPD Products 
Adviser Choice Risk Trauma Products 
Adviser Choice Risk Disability Income Products 
Adviser Choice Risk Business Overhead Products 
Adviser Choice Super Term & TPD Rider
Adviser Choice Super Disability Income Product
Adviser Choice Group Super Term & TPD Rider Product
Adviser Choice Group Super Disability Income Product

9:55am

Closing remarks & wrap up

View Finalists

Risk Company of the Year 2017

  • BT
  • Clearview
  • MLC

Term & TPD Products 2017

  • ClearView: LifeSolutions Life & TPD
  • MLC Insurance: Life Cover & TPD
  • OnePath: OneCare Life & TPD 

Trauma Products 2017

  • BT Wrap Living Plus Rider
  • MLC: Insurance Critical Illness Plus with Extra Benefits
  • OnePath OneCare Trauma Premier

Disability Income Products 2017

  • ClearView LifeSolutions Income Protection
  • MLC Insurance Income Protection Platinum
  • TAL Accelerated Protection Income Protection Premier

Business Overhead Products 2017

  • BT Business Overheads
  • ClearView LifeSolutions Business Expense
  • MLC Insurance Business Expense Platinum 

Inside Super Individual (Guaranteed Renewable) Term & TPD Rider 2017

  • ClearView LifeSolutions Life & TPD 
  • MLC Insurance Life Cover & TPD
  • Zurich Protection Plus Life Cover & TPD 

Inside Super Disability Income Product 2017

  • BT Super Wrap Income Protection 
  • ClearView LifeSolutions IP Super
  • MLC Insurance Income Protection Platinum Super 

Public Offer Super Funds (Group Policy Benefits) Term & TPD Benefits 2017

  • First State Super Personal Superannuation (TAL)
  • ING Direct Living Super – Personal (Metlife)
  • UniSuper Accumulation 1 – Personal (TAL)

Public Offer Super Funds Disability Income 2017

  • Australian Catholic Super Fund  (OnePath)
  • ING Direct: Living Super – Personal (Metlife)
  • Kinetic Super - Personal (CommInsure)