TAL Risk Academy's new Income Protection courses and Masterclass aim to give advisers confidence in changing landscape
TAL Risk Academy's new Income Protection courses and Masterclass aim to give advisers confidence in changing landscape
10 March 2022
Leading Australian life insurer, TAL, says a suite of new live and on-demand courses launched through the TAL Risk Academy is designed to give financial advisers the confidence to navigate Income Protection advice following a period of considerable change.
Designed to help advisers pivot and tailor their advice in response to the recent regulatory and product changes, TAL Risk Academy's Income Protection courses will be delivered by TAL National Technical Managers Scott Hoger and David Glen.
TAL General Manager, Retail Distribution Individual Life, Niall McConville, said TAL is committed to working closely to support advisers for the betterment of the financial advice industry.
"Income Protection is changing, and we have responded by providing added support for advisers to assist them in adapting and upskilling for a new era," McConville said.
The TAL Risk Academy aims to play a key role in advisers' education journey by offering industry-aligned courses on topics ranging from the fundamentals of Income Protection, through to more in-depth case study analysis of emerging advice strategies.
The Income Protection Masterclass focuses on providing participants with strategies that can help them strike the balance between compliance obligations and providing advice that is tailored to clients' goals and budget.
We have also been on a mission to innovate and enhance the ways we help advisers understand and prepare for what's ahead, including by enhancing the options for accessing TAL Risk Academy content.
"On-demand courses are proving increasingly popular and can help advisers build a personalised learning program for their needs," said McConville.
The TAL Risk Academy courses on offer include:
Income Protection Masterclass
Best Interest Balancing Act
Income Protection Fundamentals
Understanding the I in IP
The changing landscape of Income Protection Advice
The Income Protection Masterclass will take place in person in Brisbane, Sydney, Canberra, Newcastle, Melbourne, Perth and Adelaide starting from 22 March until 13 April. TAL understands that some advisers may be unable to join the classes in person and virtual sessions are available for those wishing to join remotely.
To enrol in the TAL Risk Academy, advisers can contact their local TAL Sales representative or visit the TAL Adviser Centre.
The majority of TAL Risk Academy courses are free, aside from the Risk Academy Masterclasses which incur a $55 fee that TAL donates to the Australian Business Community Network (ABCN), which helps young Australians from lower socio-economic backgrounds access quality education. To date, the TAL Risk Academy has donated more than $750,000 to the ABCN.
Any financial product advice is general in nature only and does not take into account any person’s objectives, financial situation or needs. Before acting on it, the appropriateness of the advice for any person should be considered, having regard to those factors. Persons deciding whether to acquire or continue to hold life insurance issued by TAL should consider the relevant Product Disclosure Statement (PDS). The Target Market Determination (TMD) for the product is also available.
TAL acknowledges the Traditional Owners of the lands across Australia as the continuing custodians of Country and Culture. We pay our respect to First Nations peoples and their Elders, past and present.
