Structured Training 2021

Insurance Strategies


The purpose of the Insurance Strategies training is for learners to:

  • Understand the different strategies and recommendations provided by financial advisers involving life insurance
  • Outline the benefits and risks of insurance recommendations
  • Provide an understanding on how insurance strategies fit within the advice process and its importance
  • Ensure previous learnings about insurance strategies are retained and kept current


This training covers the following,

  • Establish new insurance
  • Retain existing insurance
  • Increase/decrease existing insurance
  • Cancel existing insurance
  • Alter existing insurance terms
  • Ownership inside superannuation
  • Ownership outside superannuation
  • Linked insurance covers – Life, TPD, trauma
  • Pre-pay income protection outside superannuation
  • Level vs stepped premiums
  • Linked insurance premiums – TPD, IP
  • Life cover beneficiary nominations

Target Audience

This training is open to team members with at least 12 month’s tenure or more to provide additional refreshers and address tenured team members’ requests for learning opportunities. Qualified participants nominated by their clients are prioritised on a first-come, first-serve basis.


This training is approximately a 2-hour session via Zoom Video Conference meeting inclusive of LMS comprehension check.