AAP WEEKLY UPDATE | 16 SEPTEMBER 2016

/AAP WEEKLY UPDATE | 16 SEPTEMBER 2016
AAP WEEKLY UPDATE | 16 SEPTEMBER 2016 2017-03-16T15:03:41+00:00

DON’T BE LEFT BEHIND: RESERVE YOUR SPRING MASTERCLASS SPOT TODAY!

Our upcoming Spring Masterclass is the perfect excuse to step out of the office, broaden your mind, and empower you and your business before the year is out.

Check out the agenda today and don’t miss this fantastic opportunity to start spring on the right foot.

Register for the Spring Masterclass event closest to you

We look forward to seeing you!

RISK HOTSPOT

ASTERON LIFE REVISES LIFE PRODUCT DEFINITIONS

Asteron Life has announced changes to key definitions within its Life Complete product –aimed at delivering an upgrade in benefits and enhancing customer experiences.

The Asteron Life Complete (ALC) product will be the first retail insurance offering to adopt an ‘unlikely to survive more than 24 months’ terminal illness definition for superannuation and non-superannuation policies. The consequential value will be passed back to existing ALC customers.

Asteron said in a recent statement that their new Complete Supplementary Product Disclosure Statement applies to new business from Thursday 8 September 2016.

Read more here.

UPCOMING CPD EVENT: SEPTEMBER AND OCTOBER 2016

ASIC REQUIREMENTS FOR LAPSE REPORTING FOR LIFE INSURERS

In this webinar our Life Insurance Specialist, David Spiteri, will give an update for where we are at with the LIF Reform, what lapse reporting required by ASIC is, and how it will be calculated.

PRESENTER: DAVID SPITERI, Life Insurance Specialist, Centrepoint Alliance

SUITABLE FOR: Financial Advisers, Tax (Financial) Advisers, Paraplanners, Accountants, and Support Staff

KNOWLEDGE AREA: Life Insurance

 

ASIC REQUIREMENTS FOR LAPSE REPORTING FOR LIFE INSURERS
Tuesday, 20 September 2016 10.30 am – 11.30 am (AEST) Click here to register.
Thursday, 22 September 2016 2.30 pm – 3.30 pm Click here to register.

INTERGENERATIONAL ADVICE

To stay relevant today it is important to become a trusted family Adviser. Becoming a family Adviser is about trust – but more so – it is about understanding the deep emotional connections within families.

It is about appreciating that no-one wakes up in the morning and says, “this is the day I’m going to get my financial plan, insurances, and will done”. It is about being able to articulate to clients that you understand the challenges in living well and looking after their families.

PRESENTER: JESSICA BRADY, Business Development Manager, Zurich

SUITABLE FOR: Financial Advisers, Paraplanners and Support Staff

KNOWLEDGE AREA: Generic Knowledge and Financial Planning

INTERGENERATIONAL ADVICE
Tuesday, 27 September 2016 10.30 am – 11.30 am (AEST) Click here to register.
Thursday, 29 September 2016 2.30 pm – 3.30 pm (AEST) Click here to register.

SUPERANNUATION AND DIVORCE – COMPLICATED BUT ESSENTIAL

Today divorce rates are on the rise. Be as prepared as you can to provide advice on this complicated issue. This session will explore various issues related to superannuation and divorce – don’t miss out.

PRESENTER: JOSHUA RUNDMANN & LING WANG, Technical Service Managers, IOOF

SUITABLE FOR: Financial Advisers, Tax (Financial) Advisers, Paraplanners, Accountants and Support Staff

KNOWLEDGE AREA: Superannuation and SMSF

SUPERANNUATION AND DIVORCE – COMPLICATED BUT ESSENTIAL
Tuesday, 4 October 2016 10.30 am – 11.30 am (AEST) Click here to register.
Thursday, 29 September 2016 2.30 pm – 3.30 pm (AEST) Click here to register.

INDUSTRY FUNDS: BEST INTEREST DUTY AND OTHER PLANNING CONSIDERATIONS

In this webinar we will share proven strategies and concepts that will maximise the value of your insurance advice. With so much industry change occurring we will also update you on how AMP’s product and service offering will help you achieve the best outcomes for your clients, and your business.

PRESENTER: CHRIS KIRBY, Head of Technical Strategies – Risk, AMP

SUITABLE FOR: Financial Advisers, Tax (Financial) Advisers, Paraplanners, Accountants and Support Staff

KNOWLEDGE AREA: Life Insurance

INDUSTRY FUNDS: BEST INTEREST DUTY & OTHER PLANNING CONSIDERATIONS
Tuesday, 6 October 2016 2.30 pm – 3.30 pm (AEST) Click here to register.
Thursday, 13 October 2016 10.30 am – 11.30 am (AEST) Click here to register.

Make sure to visit the events section of our website to see all the upcoming CPD webinars scheduled for 2016.

CLIENT RESOURCES

REALISE YOUR DREAM BLOG

THE ‘SUPER’ SILLY SEASON

Peter Kelly puts his own slant on the ‘silly season’, now referring it to the ‘super silly season’. And it has nothing to do with ‘super’ fluffy news stories, or the increased consumption of alcohol (although it might drive you to the later).

Read more here.

PREPARE FOR LIFE: ISSUE 22 NOW AVAILABLE!

Issue 22 of Prepare for Life is now available! Peter Kelly takes a look at change and how this applies to the latest outcome from the 2016 federal election, rental assistance is explored in depth by Mark Teale, and we take a look at the top finance bloggers making waves online.

Issue 22 also features a fresh new look! So what are you waiting for? Check it out below:

Get your copy here.

Have any story ideas from your clients? Let us know! We would be keen to hear them for future editions – please contact marketingandcomms@cpal.com.au.