Insurance Philosophy Workshop

CPD Points: 1.00

Centrepoint’s National Insurance Manager - David Spiteri and National Account Manager, Strategic Partnerships at AIA – James Wingate invite you to attend the Centrepoint Alliance Insurance Philosophy Workshop, held virtually on Tuesday 20 October 2020 at 10AM AEDT.

This session discusses the ASIC 413 report and how the report outlined areas around strategic life insurance advice and the need to have a framework for your product advice.

Whether you call it strategic life insurance advice or an insurance philosophy, a robust framework not only protects you but leads to better client engagement.

Throughout the event you will be provided with the opportunity to test how robust your framework is, also working together collaboratively with your peers to discuss one another’s methodologies.

  • 9:00 am - 11:00 am
    1.00 CPD Point