MONEY MANAGEMENT -

Annual Risk Policy & Awards Breakfast 2017

2017 Adviser Choice Risk Awards:

Risk Company of the Year 2017

  • Gold                MLC
  • Silver              Clearview
  • Bronze           BT

Term & TPD Products 2017

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

Trauma Products 2017

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

Disability Income Products 2017

  • Gold                TAL Accelerated Protection Income Protection Premier
  • Silver              MLC Insurance Income Protection Platinum
  • Bronze           ClearView LifeSolutions Income Protection

Business Overhead Products 2017

  • Gold                MLC Insurance Business Expense Platinum
  • Silver              ClearView LifeSolutions Business Expense
  • Bronze           BT Business Overheads

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

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

Inside Super Disability Income Product 2017

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

Public Offer Super Funds (Group Policy Benefits)

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

Public Offer Super Funds Disability Income 2017

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

Congratulations! 

 ... and a few photos from the day: https://www.facebook.com/pg/moneymanage/photos/?tab=album&album_id=10155...

Tab

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)