Structured Training

Course Title

Taking Away the Risks – Insurance Strategies Explained


This training is approximately a two (2) hour session.

Date of Training

27 & 28 June 2018

Target Audience

This training is open to,

  • those who need to re-acquaint themselves with the strategies and the preparation of applicable forms
  • those whose clients might be considering to outsource these tasks and have this course beneficial to the Financial Planning Assistant

Limited Slots for only 20 participants per session.


The purpose of the ‘‘Taking Away The Risks – Insurance Strategies Explained’ Training is for learners to

  • ensure previous learnings about insurance are retained and kept current
  • understand the different strategies and recommendations provided by financial advisers involving insurance
  • identify and fill out the forms needed to be completed for these insurance strategies

At the end of this training, FPAs are able to:

  • Identify what forms to use for different insurance strategies
  • Extract information from insurance quotes
  • Conduct pre assessment calls to fund providers


This training covers the following,

  • Underwriting Process
  • Insurance Strategies – consolidation, Life/TPD Inside Super, Pre-pay IP Outside Super, Linked Trauma
  • Understanding the quotes prepared and how the details are entered to the forms
  • Identifying other insurance forms to prepare for the insurance strategies

Lunch & Learn

  • Topics: Federal Budget Updates, Notifiable Data Breach and Royal Commission
  • Date: June 4 to 15, 2018
  • Target Audience: All Staff
  • Trainer: Ann / Leo