Our Best Offer for you

Premium Comparison Only

Monthly renewable with no long term commitment

$77

Monthly inc GST

Premium Comparisons

  premium comparisons

excludes product research

 

– Coming in 2019 –

Risk Advice Platform

Data Downloads

Client Service Desktop

Email and Productivity Software

Unlimited Plans

Monthly renewable with no long term commitment

$119

Monthly inc GST

Research and Comparison

  research

   comparisons

   replacement insurance comparisons

– Coming in 2019 –

Risk Advice Platform

Data Downloads

Client Service Desktop

Email and Productivity Software

Lite Plans

Monthly renewable with no long term commitment

$99

Monthly inc GST

Research and Comparison Lite

  research and comparisons

   replacement insurance comparisons

  premium comparisons with access capped at 25 quotes per month

– Coming in 2019 –

Risk Advice Platform

Data Downloads

Client Service Desktop

Email and Productivity Software

Discounts

$2

monthly inc GST

discount applies if subscribers use Direct Debit to pay subscription fees

2.5%

discount applies for subscription fees paid 6 monthly in advance

5%

discount applies for subscription fees paid yearly in advance

Research and Comparison

Subscription provides unlimited full access to LifeRisk Online’s

premium comparisons and
product research

Research and Comparison Lite

Subscription provides

full access to our product research
access to premium comparisons is limited to 25 quotes a month

Premium Comparison Only

Provides unlimited access to LifeRisk Online’s

premium comparison service
product research is not included as part of this subscription

Risk Advice Platform

The Risk Advice Platform will be released in stages during 2019. This optional service will be launched with an initial free trial.

When fully developed the package will include:

Fact Find
Needs Analysis
 Strategic Solution Development
Post Quote Analysis includes:

  • Life Company Financials
  • Life Company Capabilities – Underwriting and Claims Management
  • Personal Advice Research
  • Reports  include
    • Selected, Stepped and Level Premium Comparisons
    • Impact of Superannuation Premium Funding
    • Replacement Insurance

✓ Recommendation Framework

 Statement of Advice

Life Insurance Data

The Data Download service is expected to be released in 2019.  This optional service will be launched with an initial free trial.

The Data Download service will include:

✓ Data Downloads which will include regular updates of life insurance policy data and where available access to policy documents, schedules, updated PDSs, Certificates of Insurance, Renewal Notices, Underwriting and Claims Tracking.

Data management system so you can be in control of what happens to your data and the downloads.

Billing Arrangements

Invoices are emailed to subscribers at the beginning of the billing period.

We accept Direct Debit and Credit Cards for subscription payments.

Direct payment is available for subscriptions payable quarterly half-yearly and yearly in advance.

Direct Debit and Credit Cards are processed on the same day that invoices are submitted.

If invoices remain unpaid after 30 days, access to LifeRisk Online will be suspended pending payment.

Subscribers can obtain a $2 per month discount on subscription fees if they use Direct Debit for subscription payments.

Subscription fees paid half-yearly and yearly in advance receive a discount.  The discounts are

– 2.5% for half yearly in advance, and
– 5% for yearly in advance

For Advisers

We offer additional services to be released in 2019 including:

✓ Premium Comparison web page for Adviser websites

For Licensees

✓ Life Company Performance Benchmarking for including research on Life Company

  • Financials,
  • Underwriting
  • Claims Management
  • Products
  • Premiums
  • Market Support

✓ Consulting services including assistance with Approved Product List tendering and review processes
LifeRisk Online Compliance site that allows Licensee compliance staff and consultants to review Adviser client files remotely
✓ Customizable Statements of Advice and Fact Finds
✓ White Labelling – LifeRisk Online can be white labelled and embedded into a Licensee’s Adviser website.

 Contact us for more information about these features.

Terms & Conditions

Subscriptions are provided for the use of the nominated Adviser.

Paraplanning and practice support staff may access an Adviser’s account on behalf of a  nominated Adviser at no additional cost.

Discounts may apply if more than one adviser is included in a subscription.

We may upgrade the Lite subscriptions to the full subscription if quotes exceed 25 per month.

Licensees who participate in our marketing program may be able to obtain group discounts for their Advisers.

Click the link to view our Terms and Conditions