Insurance advice for business owners and high-net-worth clients (HNWs)


Information for advice professionals only.

What does an increase in demand for life insurance products during the pandemic, especially among the HNW community mean for Australians in particular? Join BT Life’s Senior Technical Manager Benjamin Martin as he explores and uncovers where the obscure insurance advice needs of HNWs tend to arise.

This webinar is part of the BT Academy Technical webinar series and has been accredited with CPD by the FPA.

Watch here.

Join Bryan Ashenden to see what answers we are given, and what is still to come from the Federal Budget 2020/21.
This session will explore what has changed in the last 12 months from FASEA's guidance perspective as well as provide an example framework for demonstrating compliance with the Code.

The views expressed in this video 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 video 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 this video is provided solely as general information. This recording is being shared with the prior written consent of our participants.