Risk Roadshow & Investment Solutions Roadshow

Centrepoint Alliance Risk and Investment Solutions Roadshow

We are excited to invite you to our first combined Risk and Investment Solutions Roadshow.

The choice is yours! Register for the full day or choose to attend the session that is most relevant to you.

We will be kicking off the day with our Risk Roadshow hosted by Risk Insurance Specialist, David Spiteri. This Risk Roadshow promises to provide you and your practice with tools and resources that can be implemented immediately into your business.

There is a growing appetite for advisers looking at new insurers in the retail market, NEOS Life being our newest insurer on our APL will present for the first time in which they will showcase the future of underwriting and how it has been adopted in their business.

OnePath has continued to invest in their risk products and by popular demand Mark Neil will provide an outline of OnePath initiatives and how to financially underwrite your clients and working out what maximums cover is available.

Last and definitely not least we have the Head of claims from MLC running a workshop on the necessary steps and requirements for advisers to take for handling claims for their clients.

After lunch, delegates will be treated to our Investment Solutions Roadshow, boasting a line-up of speakers from Morningstar, Milliman and from our own Research Team.
The focus will be on hot topics such as:

• Sequencing risk: How the order of returns can make or break retirement outcomes.
• Key mistakes when developing retirement strategies; and
• The active and low-cost model portfolios developed by Centrepoint Alliance for the adviser community

Download the full agenda here.

Our first combined Roadshow is not to be missed. Be sure to secure your registration today! Morning tea, lunch and afternoon tea provided.