Managing a successful business is not just about managing effective relationships and communications with clients, but also understanding the risks associated with providing financial advice and making appropriate business decisions to manage those risks.
This 1CBD hour webinar will provide you with insights into the potential risks and process to follow to minimise the impact on you during the claims process and your business.
Free for Financial Advice NZ members, or $50+gst for non-members.
At the 2024 Financial Advice NZ conference the FMA shared insights from its monitoring visits. The purpose was to help advisers understand some of the advice practice areas that could be improved to help achieve higher compliance with the Code of Conduct.
The webinar will focus on three areas of the findings where shortcomings have been observed:
- Solution suitability
- Process and documentation for changes to initial advice
- Replacement Insurance
The session will give you understanding of what good practice would look like and give you the opportunity to consider your own processes and identify areas to determine if there are gaps in your documentation and workflows.
Free for Financial Advice NZ members, $50+gst for non-members. 1CBD hour.
Delve deep into the topic of Total Permanent Disability Insurance (TPD) during an FSC webinar, where experts discuss the challenges of the TPD Insurance and share key insights for the New Zealand financial services industry.
Special guest speakers will discuss the status of TPD Insurance in Australia, the Australian Life Underwriting Claims Association (ALUCA) report to set the scene, before delving into:
- the differences between New Zealand and Australia
- the challenges of TPD Insurance in New Zealand
- the future of TPD Insurance in New Zealand
- lessons to be learned from the Australian experience.
Click here for the for schedule.