Upcoming Events & Webinars
Zurich webinar – Ask the underwriting experts
As we move through a period of change, heightened by the presence of a global pandemic and wider industry disruption, the role of underwriting has also had to adapt.
With further changes in the disability income sector looming, what do we expect 2021 to bring?
Hosted by Matt Apps,National Underwriting Manager, Zurich and Onepath Life this Q&A focussed event gives you the opportunity to ask our panel of experts the questions that matter to you and your clients, as we navigate the future of underwriting in Australia.
CPD Available.
Date: Thursday 19th November
Time: 12:00pm-1:00pm (AEST)
Registration: To register for this event all you need to do is click on the register button and put in your _Zone log in details. You will be sent a confirmation email with the conference link.
Striver
Strivers are a Tribe of early career job seekers looking to kick- start their professional career within the financial planning industry.
Striver will be hosting a series of Speed Networking Events via Zoom for QLD, NSW & VIC during Nov/Dec.
To register for this event please click here
Don’t forget to use Madison code MFG for your discount.
FASEA Code of Ethics – discussion sessions
Commencing Friday 6th November at 10am (AEDT) until the end of the year, the Governance team will be hosting weekly Code of Ethics discussions to work through scenarios provided by you, in light of the new draft guidance. You can register here [GD1] for these sessions.
To submit a scenario for the discussion sessions, please email the Governance team.
All things Ongoing Service Agreements – weekly webinars
How are you going with completing the Key Dates section on Xplan before the end of the year? Do you have any questions regarding the transition for all OSA clients onto the Madison standard wording?
Post the Good Governance Summit sessions on Minimum Data Requirements and the Key Dates section, we’ve received a number of queries on requirements and processes across all things Ongoing Service Agreements.
From next Tuesday (27 October) at 12pm (AEDT), the Advice Coaches and Megan will be hosting sessions addressing these areas (and any others you have).
You can register here.
‘Madison Monthly Connector
The next Madison Monthly Connector session will be held on Wednesday 25 November from 3-4pm (AEDT).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business.
The topic for this session will be announced in the next newsletter and on Workplace.
To register for this session and any future sessions please click here.
Xplan Webinars with Megan Thomson
Every Thursday at 12pm (AEDT) join Megan Thomson for her latest webinar on the Madison Xplan site. CLICK HERE to register for any of the below sessions.
Thursday 12 November – CommPay and Invoicing
This session will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 19 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 26 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 3 December – Xtools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 10 December – Advice SOA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 17 December – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
In This Edition:
| · A note from Annick
· Investment Services Transition |
· Setting up a referral arrangement
· Kaplan professional Study Period 6 · Government Stimulus for self funded retirees |
Upcoming Events & Webinars
Zurich webinar – Ask the underwriting experts
As we move through a period of change, heightened by the presence of a global pandemic and wider industry disruption, the role of underwriting has also had to adapt.
With further changes in the disability income sector looming, what do we expect 2021 to bring?
Hosted by Matt Apps,National Underwriting Manager, Zurich and Onepath Life this Q&A focussed event gives you the opportunity to ask our panel of experts the questions that matter to you and your clients, as we navigate the future of underwriting in Australia.
CPD Available.
Date: Thursday 19th November
Time: 12:00pm-1:00pm (AEST)
Registration: To register for this event all you need to do is click on the register button and put in your _Zone log in details. You will be sent a confirmation email with the conference link.
Striver
Strivers are a Tribe of early career job seekers looking to kick- start their professional career within the financial planning industry.
Striver will be hosting a series of Speed Networking Events via Zoom for QLD, NSW & VIC during Nov/Dec.
To register for this event please click here
Don’t forget to use Madison code MFG for your discount.
FASEA Code of Ethics – discussion sessions
Commencing Friday 6th November at 10am (AEDT) until the end of the year, the Governance team will be hosting weekly Code of Ethics discussions to work through scenarios provided by you, in light of the new draft guidance. You can register here [GD1] for these sessions.
To submit a scenario for the discussion sessions, please email the Governance team.
All things Ongoing Service Agreements – weekly webinars
How are you going with completing the Key Dates section on Xplan before the end of the year? Do you have any questions regarding the transition for all OSA clients onto the Madison standard wording?
Post the Good Governance Summit sessions on Minimum Data Requirements and the Key Dates section, we’ve received a number of queries on requirements and processes across all things Ongoing Service Agreements.
From next Tuesday (27 October) at 12pm (AEDT), the Advice Coaches and Megan will be hosting sessions addressing these areas (and any others you have).
You can register here.
‘Madison Monthly Connector
The next Madison Monthly Connector session will be held on Wednesday 25 November from 3-4pm (AEDT).
This is a virtual monthly peer sharing session for practice principals who want to connect, collaborate and grow their business.
The topic for this session will be announced in the next newsletter and on Workplace.
To register for this session and any future sessions please click here.
Xplan Webinars with Megan Thomson
Every Thursday at 12pm (AEDT) join Megan Thomson for her latest webinar on the Madison Xplan site. CLICK HERE to register for any of the below sessions.
Thursday 12 November – CommPay and Invoicing
This session will provide you with an understanding of CommPay and Invoicing in XPlan. It will provide you with a high level overview of navigating through XPlan and cover the basics of adding a client record.
Thursday 19 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 26 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at; existing accounts, comparisons and recommendations.
Thursday 3 December – Xtools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 10 December – Advice SOA generation – Investment strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Thursday 17 December – Advice SOA generation – Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
In This Edition:
| · A note from Annick
· Investment Services Transition |
· Setting up a referral arrangement
· Kaplan professional Study Period 6 · Government Stimulus for self funded retirees |