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Michael Paff Director, Wealth Protection Products

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Michael Paff Director, Wealth Protection Products

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    3. Agenda Michael Paff Introduction Phil Ruthven Life Insurance into the 2nd Decade Bernadene Gordon Service Enhancements Chris Kirby Product Enhancements Dan Powell Summary

    5. Topics The Economic Scene The Political Scene The Social Scene Life Insurance, Planners & Success

    6. Facilitator: FP SME Facilitator: FP SME

    13. Facilitator: FP SME Facilitator: FP SME

    14. Big deficit in F2010 , a year without a recession! Gave households $17 billion as a stimulus in F2009 (they already had $60 billion more discretionary income anyway!) Tried to enact ETS legislation before Copenhagen and instead of a direct Carbon tax system ! Conducted “comprehensive” Taxation Study, leaving out GST ! Wasted billions on insulation and education infrastructure No meaningful action from expensive 2020 Conference

    15. GST excluded from review (ours 10%, OECD 17.5% average), so not a serious review and not the “most comprehensive ever” Very few recommendations to be pushed by Rudd government Super levy up to 12%, but again to be paid by employers (better to have 15%, with 5 of that by employee) Super tax on super mining profits (but how defined and for how long?) ETS deferred (forever?) Vast majority of over 100 reforms shelved

    16. Facilitator: FP SME Facilitator: FP SME

    24. Facilitator: FP SME Facilitator: FP SME

    26. Ability to effectively communicate and negotiate Having a loyal customer base Having a good reputation Market research and understanding Qualified work force in a unique organisational culture

    30. What’s important to you?

    40. Income Protection – the challenge

    41. Income Protection – the solution

    42. Income Protection – the challenge

    44. Income Protection – the challenge

    45. Income Protection – the solution

    46. Total & Permanent Disablement – the challenge

    47. Total & Permanent Disablement – the solution

    48. Trauma – the challenge

    49. Trauma – the solution

    50. Trauma – the solution

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