Hosted by our RISK Members Advisory Committee, this month’s Super Wednesday features two informative presentations led by industry experts David Greenslade and Cecila Farrow and hosted by Dean Logan, Chair of our Risk MAC.  

Topic 1: Crafting Impactful Statements of Advice for Personal Risk Advice – David Greenslade

Back by popular demand, David Greenslade, Executive Director of Strategi, returns to share his expert ideas on creating compelling SoAs specifically for risk advice. Building on his previous webinar on Financial Plan-oriented SoAs, this session will dive deep into the specifics of crafting impactful SoAs for Personal Risk Plans.

Discover the key elements and best practices that make an SoA truly effective and compelling for clients. Learn how to structure your advice in a concise and engaging manner while ensuring regulatory compliance. Gain valuable tips on presenting complex financial information in a clear and understandable way, empowering your clients to make informed decisions.

David Greenslade’s extensive credentials include being a ‘lead auditor’ and his involvement with the New Zealand Organisation for Quality. He is a member of the Institute of Management and Leadership (MIML), and the New Zealand Institute of Directors. He serves on the expert panel of the Financial Dispute Resolution Service and the Financial Services Sector Review Group (FS-SRG), which is responsible for developing new educational qualifications for financial advisers. David also holds positions on the boards of Britannia Financial Services and Milestone Direct.

This webinar will equip you with the knowledge and tools to create SoAs for personal risk plans that engage your clients and enhance their understanding of the advice given. Don’t miss this opportunity to refine your skills and elevate your practice to new heights. Register now and unlock the secrets of crafting impactful Statements of Advice.

Topic 2: De-facto Relationships, Relationship Property, and Risk Management Advice – Cecilia Farrow

In this eye-opening topic, Cecilia Farrow will delve into the legal intricacies of personal relationships and their implications on relationship property and risk management. Many couples live in a de-facto relationship by choice but for some, it’s unintentional due to how The Property (Relationships) Act defines what is a de-facto relationship. Whether intentional or not, the division of relationship property rules can significantly impact the wealth of individuals in a de-facto relationship if they have not considered how they want the property to be divided if the relationship ends.

Understanding the nature of client relationships, their expectations regarding property division, relationship property, and the status of their wills is vital in comprehending the financial risks that need to be protected and how insurance policies should be owned.

This engaging webinar will cover:

• Personal relationship structures,
• The Relationship (Property) Act 1976
• Specific parameters of de-facto relationships
• Wills and de-facto relationships
• Division of property when a relationship ends
• Risk management advice – what you should be discussing with your client.

Don’t miss out on this opportunity to gain valuable insights from industry experts and enhance your advisory skills to better serve your clients and navigate the complex world of personal risk advice. Register now.

About Cecilia
Cecilia has committed the past 25 years of her working life to become an expert in advice in the Life Insurance sector and which has led to her to develop market-leading customer-centric advice processes in Personal and Business Risk advice.

Beginning her career in the Life Risk sector in 1995 as an adviser within her own Financial Advice firm she honed the skills of consultative selling in risk advice and then used this experience to develop holistic sales approaches which have continued to form the basis of customer engagement today.

Cecilia has continued to pioneer innovation over the past 20 years within the sector and during that time she built a franchise adviser channel in 2007, lead the development of the fintech advice platform Triplejump, lead the development of an online learning platform and e-module programme, develop and facilitate adviser training programmes in Business Risk and champion the innovation of Business Risk insurance solutions.

Cecilia’s passion is working alongside advisers to train, coach and mentor them so that they become true market leaders in risk advice and have thriving successful businesses.

Cecilia has been actively involved in leadership positions within the professional associations over her years in the financial services sector and is currently the Practitioner Director-Risk on the board of Financial Advice New Zealand. She was re-elected for a second term in October 2020.

If you register early you will be sent an email with a link directly to the webinar.

Free for Members | $50+gst for non-members

Earn 1.5 CPD hour –  CPD certificates for members will be sent via email within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page. If you’re using Ontrack by Kaplan Professional, certificates can be accessed within the platform and will not be emailed.