MONEY MASTERS

Helping clients protect their most important asset

Pina Sciarrone. Chief Retail Insurance Officer AIA Australia

This CPD course, featuring Olympic gold medallist and swimming record-breaker Michael Klim, explores the reasons for the life insurance gap in Australia and the triggers that can lead to a conversation about income protection.

What you'll learn /

This course will give you insights into: 

Why clients don’t always consider insurance
Specific insurance arrangements for business owners
How advisers can help with selecting policies

About the expert /

Pina Sciarrone /

Chief Retail Insurance Officer AIA Australia


  • CPD hours1
  • Knowledge AreaSKILLS
  • TypeSECRETS OF THE MONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

Helping clients protect their most important asset

This CPD course, featuring Olympic gold medallist and swimming record-breaker Michael Klim, explores the reasons for the life insurance gap in Australia and the triggers that can lead to a conversation about income protection.

Find out more

01.

How insurance policies factor into goals-based advice

Part 2 of this CPD course sees Michael discussing the successes with his post-sporting career – and the financial vulnerabilities he may have developed along the way. He and his adviser put together a plan to protect against these risks.

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02.

Helping clients understand long-term risks

Part 3 of this CPD course sees Michael considering his long-term goals and how a risk strategy can help him ensure he reaches them.

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03.

Test yourself /

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