Information for advice professionals only.
Presented by Tim Howard, Technical Consultant at BT
TPD cover can be an invaluable addition to many financial plans, especially when unexpected events put prior intentions into disarray. Join us as we discuss the key considerations when it comes to TPD insurance held personally, through a business and through super, so you can make the right choice when providing advice to your clients.
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Episode 107 | More age-old old age questions
Episode 106 | 2024/25 Superannuation Strategies
Episode 105 | Life Insurance
This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.