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    Strategies & technical resources
    1. BT Academy
    2. Strategies & technical resources
    Strategies & technical resources

    Insurance

    Our selection of insurance strategies and resources can be used to help protect your individual and business clients, inside or outside super.

    Information for advice professionals only.

    Adviser reading
    Insurance 22 Oct 2020

    Life less ordinary: insurance for business owners and high net worth clients

    Wealth protection needs of many clients tend to focus on paying off their mortgage and covering living expenses, for high-net-worth (HNW) clients other priorities need to be considered
    Article
    Adviser reading
    Investing 20 Aug 2020

    Self-funding mechanisms for income protection

    The countdown is on for new income protection changes: Discover how they could affect you.
    Article

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    Small business 10 Oct 2019

    The use of insurance for business succession planning

    This article explains what is meant by a buy/sell agreement and how it works, as well how insurance can help businesses meet the requirements set out in a buy/sell agreement.
    Article
    financial-advice
    Small business 25 Sep 2019

    Insurance advice for business clients

    Running a business means taking all sorts of risks, many of which can be difficult to control. However, one type of risk a business can have a degree of control over is people. Learn more.
    Article
    Life insurance 25 Sep 2019

    Cancer assistance beyond the claim payout

    A cancer diagnosis is never good news but efforts to increase support beyond a claims payout are leading to better outcomes for consumers and insurers.
    Article
    Life insurance 01 Aug 2019

    Comprehensive life insurance can be more affordable with flexi-linking

    For clients who want to ease their cash flow, but also have comprehensive life insurance cover, they could consider flexible linking or super-linking their insurance cover.
    Article

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    A target market determination has been made for Protection Plans products. Please visit bt.com.au/tmd for any of our target market determinations.

    The Insurer and Issuer is Westpac Life Insurance Services Limited ABN 31 003 149 157 AFSL 233728, except for Term Life as Superannuation, Income Protection as Superannuation and Income Protection Assured as Superannuation, issued by BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 as Trustee of Retirement Wrap ABN 39 827 542 991. They are subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714, who does not guarantee the insurance. This information does not take into account your client’s personal circumstances. Terms and conditions, and limitations and exclusions apply. Please read the PDS to see if this insurance is right for your client.

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