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APEX Lunch and Learn webinars

Staying across the latest industry updates and regulatory information can be time consuming. That’s where ANZ Wealth’s APEX ‘Lunch and Learn’ webinars can help.

To sharpen your knowledge, we’ve gathered relevant updates and insights from underwriting specialists, technical services, life insurance experts and marketing professionals and turned them into bite-sized webinars for you to watch online.

At just 45-60mins, it’s quick and easy and can also earn you CPD accreditation for attending.

In this edition, we have added specific sessions around financial underwriting, health and wellbeing, superannuation, marketing, mental health claims, professional development and much more.

At the bottom of the page you can watch webinar videos from the November/ December 2018 series.

 

1. Insurance & Superannuation  2. Claims & Underwriting  3. Professional Development  4. Economy & Markets

Insurance & Superannuation

To roll or not to roll – that is the question. Join us as we explore the answers discussing the ins and outs of funding insurance premiums via super rollovers. We cover tax implications for personal contributions and benefit payments and the features for OneCare Super.

Presenter: Matt Hughes, Technical Services Manager, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Watch webinar

Date & time: Tues 5 March 2019
12:30pm - 1:30pm

CPD hours: 1

Financial planners can provide significant value in helping identify and address the financial risks their small business clients face.  

Join us as we take a deeper look at business insurance planning including business expense, key person and buy-sell case studies and the placement of trauma cover. 

We also cover the relationship with a business owner’s SMSF and some of the insurance implications where limited recourse borrowing are involved.       

Presenter: Matt Hughes, Technical Services Manager, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Watch webinar

Date & time: Tues 12 March 2019
12:30pm - 1:30pm

CPD hours: 1

This session will provide participants with an overview of the key elements of the FASEA reforms, including what the reforms mean for existing advisers and those wanting to enter the industry. You’ll learn about the key standards which most impact advisers (education pathways, the exam, CPD and Code of Ethics), key dates by which advisers must meet the relevant FASEA standards, and what happens if they don’t.

Presenter: Stephen Hunt, Regulatory Change Manager, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Date & time: Thurs 28 March 2019
12:30pm - 1:30pm

CPD hours: 1

Join us to delve further and explore best practice marketing tools to help you find new prospects and improve your conversations with new clients and referral sources.

Presenter: Mark Neil, Senior Business Development Manager, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Date & time: Thurs 21 March 2019
12:30pm - 1:30pm

CPD hours: 1

Join us to uncover the systems, skills and tools that will help you retain your clients. For the first time we’re also sharing statistics on when and why OneCare customers leave.

Presenter: Mark Neil, Senior Business Development Manager, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Date & time: Tues 26 March 2019
12:30pm - 1:30pm

CPD hours: 1

Claims and Underwriting

In our diabetes presentation, we will be covering the most common types of diabetes seen in underwriting. You’ll learn the causes, treatments and underwriting approach for each scenario, as well as how we approach the conditions in the insurance industry.

Presenter: Dean McDonnell, Principal Underwriter, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Watch webinar

Date & time: Tues 26 February 2019
12.30pm - 1:30pm

CPD hours: 1

In this presentation, we will be covering the various types of mental health conditions, how they are diagnosed, treatments provided and how we approach the conditions in the insurance industry.

We will also cover the challenges with managing mental health claims, the impact of mental health claims over time, and the Mental Health initiatives used to assist at claim time.

Presenters: Anne-Marie Matti, Mental Health Claims Manager, ANZ Wealth and Dean McDonnell, Principal Underwriter, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Watch webinar

Date & time: Thurs 28 February 2019
12:30pm - 1:30pm

CPD hours: 1

Economy & Markets

Ensuring you’re well prepared to answer any client queries on the economic landscape and what it means for portfolios can be challenging.

In this webinar we’ll help you overcome these challenges. We’ll look at the current market themes, what’s driving returns across different asset classes and provide topical talking points on the current economic climate. 

Presenter: Mark Rider, Chief Investment Officer, ANZ Wealth

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Watch webinar

Date & time: Thurs 14 March 2019
12:30pm - 1:30pm

CPD hours: 1

Professional Development

We all have team members, family members, clients, students, or someone in our lives that we wish we could motivate, help, or move to the next level. Sometimes it’s ourselves! How do we get the best out of the people around us – in our workplace, in our family, or even in our own personal lives?

Here, you’ll learn specific strategies that you can share to elevate those around you, from the latest research in Positive Psychology. Take away practical tools such as identifying critical drivers of trusting relationships and experience insights into research and stories which impacts every facet of your life- at work, at home and personally.

Presenter: Dr Justin Coulson, Leading Parenting Expert

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Date & time: Thurs 7 March 2019
12:30pm - 1:30pm

CPD hours: 1

In this webinar we will explore themes, models and concepts touching on why we do what we do, and why we don't do what we know we should.

You’ll learn how to create a better relationship with yourself, what beliefs are and why they matter and how to make healthy decisions (we’re not talking about eating greens!)

Presenter: Nicole Stafford, Principal of TallTalk

Note: CPD point certificates will be sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD accreditation.

Date & time: Tues 19 March 2019
12:30pm - 1:30pm

CPD hours: 1

Webinar videos

Watch webinar videos from previous series.

Note: CPD point certificates have already been sent based on actual attendance to webinar sessions at the time for those who qualify. Viewing these webinar videos does not qualify for CPD points.

Have a question?

Contact Monica Mazar on insurancesales@anz.com