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Replacing Current & Legacy Insurance Products

Recorded live 13 May 2026
Tax concepts

$215.00 +GST

Audience

This training is recommended for all accountants and advisers.

Audience

Learning outcomes

On completion, participants will be able to: 

  • Replace policies and meet “Best Interest Duties”
  • Key definitions and components to compare when replacing insurance policies
  • Understand some of the benefits and features of holding some legacy insurance products
  • Industry Funds compared to retail insurance products today
Learning outcomes

Relevancy

This event was presented live 13/05/2026.

Relevancy

CPD hours

If claiming CPD hours, this course provides 1 Legislated CPD hour (est), the breakdown is as follows:

  • Regulatory Compliance & Consumer Protection: 0.25 CPD hours
  • Technical Competence: 0.75 CPD hours 
CPD hours

When assessing the replacement of a client’s current life insurance policies, ASIC employs a criterion centred on whether a prudent advisor would anticipate the client’s improved circumstances by adhering to the advice provided.

This webinar delves into a comparative analysis of the advantages and drawbacks of contemporary retail insurance products against discontinued ones, referred to as legacy products. It explores distinctive benefits and features exclusive to certain legacy insurance products alongside their advantages and disadvantages.

Registration includes:

  • 1 hour on-demand event
  • 1 accredited CPD hour from the Financial Advice Association of Australia 
  • 3 months access to [Q&A embedded] webinar recording and materials available to access for 3 months after purchasing the event 
  • Reference guide and slides
David Spiteri-modified

Presented by

David Spiteri
Founder and Owner
Life Tech Assist

This webinar is presented by our partners at Knowledge Shop.

Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.