Identifying what income protection product is a good fit for my client can sometimes be challenging.

In researching the current income protection product range in detail, we look to compare each insurance provider’s strengths and weaknesses and identify potential client scenarios that may be suitable for a particular product.

We will also look at several current client strategies that have changed the landscape from the traditional methods of recommending income protection to a client.

Meet our guest speaker 
David Spiteri is the owner and founder of Life Tech Assist in which he provides Life Insurance technical support to Advisers and Licensees and has been in the Life Insurance industry since 1986, He has held various positions within Life Insurance fulfilling roles as an underwriter, claims manager and all facets of the administration process of life insurance policies to working as a Life Insurance Broker for ten years. For the last fifteen years, David has been a national insurance manager with some of the major dealer groups in which he was providing life insurance technical education and support to the advice network. He is very passionate that ordinary Australians obtain adequate life insurance protection and is an advocate for clients seeking this advice from the use of a financial planner. Outside of work I am an active crew member of our local VMR (Voluntary Marine Rescue – Whitsundays) and always keen to get out on the water for a fish.

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