Insurance Review and Strategies

March 27 and 28, 2019

This free training is on a first come, first serve basis. We can accommodate 20 maximum participants daily. Participants only need to attend 1 session. For any nominations, please notify your FPA and their immediate CSMs on or before 21 March  2019.


The purpose of the ‘Insurance Review and Strategies’ 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 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


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
  • Identifying other insurance forms to prepare for the insurance strategies

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 Client Service Representative


This training is approximately a 2-hour session.