LifeRisk Online is an internet based Life Risk Insurance product research service for Advisers
LifeRisk Online saves you time:
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including Synchron, Professional Investment Services, Millennium 3, Garvan Financial Planning, Apogee, Lonsdale, Risk and Investment Advisers Australia, Morrison Carr, Gold Financial, Marsh, AMP Financial Planning, AXA Financial Planning, Charter Financial Planning, HNW Planning
Download the Testimonial Brochure
"I have found … LifeRisk Online to be an excellent tool for the sale of Life Insurance Products.
Below is listed the advantages I find in using your product –
Gerry Porter, Manager for Queensland, Synchron
" I have been using LifeRiskOnline for many years and I find it to be an indispensable asset in my practice.
... Not only is it of great value from a research point of view, but it also impresses my compliance manager."
Michael Dunlea Authorized Representative, Gold Financial, QLD
"...we now include the comparison report for all our clients as part of their annual review.
Not only the reports look good, but they are easy to understand.
We have no hesitation in recommending this service. ..."
Sandra Walton, Authorized Representative, GWM Adviser Services, ACT
"All comparators offer similar reports but I have greater confidence in the accuracy of LifeRisk Online as results are not from a simulation of each vendors' illustrator but the real thing."
... Over several years I have come to have complete confidence in LifeRisk Online accuracy. ...
... LifeRisk Online is an integral part of my process of shifting clients focus from how much insurance costs to what it is worth to them."
David Robinson, Authorized Representative, Risk and Investment Advisors Australia, VIC
"... The information has been reliable and has saved us countless hours in preparation of quotes and illustrations.
... I have no hesitation in recommending the software."
Frank Giachin, Authorized Representative, Marsh, VIC
"LifeRisk Online provides SYNCRM with a 'best of breed' solution to meet adviser life insurance requirements.
Life Risk Online is embedded in SYNCRM financial planning software for adviser convenience. No more loading software or remembering numerous passwords. Because LifeRisk Online quickly and easily creates product manufacturer quotes there's no need to do a 'true quote' after a comparison and there are no inconsistencies between the comparisons and the quotes."
Robert Cumming, Director SYNCRM Pty Ltd, NSW
Advisers can also access LifeRisk Online through our partners:
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SYNCRM provides a full online Financial Planning service and includes LifeRisk Online as a fully embedded service to meet Adviser's Life Insurance risk research requirements. The team at SYNCRM are very professional and responsive to Adviser needs.
Visit the website http://www.syncrm.com.au or call +61 2 4367 6000 or email info@syncrm.com.au for a demonstration.
TRYNKETT is a client engagement and management tool for Advisers and is designed to assist with Future of Financial Advice initiatives. LifeRisk Online is embedded in TRYNKETT as an Adviser research tool. We have been impressed with the client engagement, budgetting and investment monitoring tools that can help clients and Advisers in the management of their portfolios.
Arrange for an online demonstration at http://www.trynkett.com.au/demo.aspx or call +61 3 9769 8192.
Copyright 2012 LifeRisk Online ABN 33 073 830 172 Auth Rep No 414390
a Corporate Authorized Representative of Life Risk Partners Pty Ltd ABN 19 115 831 028 AFSL 411655
a member of the Life Risk Group