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Presentation transcript:

<presenter name>, <presenter job title>

Designed to offer a suite of options for advisers Focuses on the operational aspects of insurance and client management. Provides advanced client and insurance strategies to help deliver better solutions to clients. Designed to advance thinking and to help advisers deliver optimum solutions to clients and centres of influence. Thrive in today’s evolving advice and digital landscape . For new advisers and support staff Advisers with technical expertise For all advisers and their support staff Experienced advisers The TAL Risk Academy is designed to suit different levels of knowledge and competency. Essentials Introduction to TAL Understanding Risk Products Underwriting Essentials Client Value Proposition: Claims Management Advice A new world of advice Advanced Product Income protection Advanced Product Lump Sum Beneficiaries and ownership Business Insurance structures Claims case studies Advanced financial underwriting Insurance in superannuation Liquidity and debt protection in SMSFs Business Expense Insurance Masters Advice Master Class Income Protection Master Class Self Managed Super Fund Insurance Master Class Estate Planning Master Class Business Insurance Master Class Client Engagement Introducing social media Advanced Social media Linkedin MasterClass Digital Website Foundations Amplifying your business online

Did you know? 64 CPD Points were available 55 sessions 10 Essentials Program workshops facilitated by the sales team 14 webinars delivered nationally (x two timeslots each) 3 Master Classes via LinkedIn 28 Master Classes presented by David Glen and Scott Hoger Over 6000 attendees to courses to date Advice Master Class received the highest average scores (4.79 out of 5.0) Over $25k received in adviser registration fees last year, we are tracking higher this year

Integrated on TAL Adviser Centre with On Demand TAL Education Support