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2. 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

3. 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

4. Integrated on TAL Adviser Centre with On Demand
TAL Education Support