| Strategy ID | Section | Strategy | Description |
|---|---|---|---|
| 134 | Risk Management | Cancel existing Life Insurance policy | This occurs when canceling an existing policy. The recommendation is triggered when we are either canceling insurance because it is no longer required (needs analysis step) or we are replacing an insurance product (see insurance product recommendation step). |
| 135 | Risk Management | Cancel Income Protection insurance | This occurs when canceling an existing policy. The recommendation is triggered when we are either canceling insurance because it is no longer required (needs analysis step) or we are replacing an insurance product (see insurance product recommendation step). |
| 136 | Risk Management | Cancel Total & Permanent Disablement insurance | This occurs when canceling an existing policy. The recommendation is triggered when we are either canceling insurance because it is no longer required (needs analysis step) or we are replacing an insurance product (see insurance product recommendation step). |
| 137 | Risk Management | Cancel Trauma insurance | This occurs when canceling an existing policy. The recommendation is triggered when we are either canceling insurance because it is no longer required (needs analysis step) or we are replacing an insurance product (see insurance product recommendation step). |
| 138 | Risk Management | Cancel business succession policy (Life, TPD, Trauma) | This occurs when canceling an existing policy. The recommendation is triggered when we are either canceling insurance because it is no longer required (needs analysis step) or we are replacing an insurance product (see insurance product recommendation step). |
| 139 | Risk Management | Cancel key person policy | This occurs when canceling an existing policy. The recommendation is triggered when we are either canceling insurance because it is no longer required (needs analysis step) or we are replacing an insurance product (see insurance product recommendation step). |
| 140 | Risk Management | Cancel key expenses policy | This occurs when canceling an existing policy. The recommendation is triggered when we are either canceling insurance because it is no longer required (needs analysis step) or we are replacing an insurance product (see insurance product recommendation step). |
| 141 | Risk Management | Business Succession Agreement | Refer to needs analysis step. |
| 142 | Risk Management | Apply for Income protection insurance | Refer to needs analysis step. |
| 143 | Risk Management | Apply for trauma insurance | Refer to needs analysis step. |
| 144 | Risk Management | Apply for business expenses insurance | Refer to needs analysis step. |
| 145 | Risk Management | Business Continuance Insurance Funding (key person) | Refer to needs analysis step. |
| 146 | Risk Management | Business Succession Insurance Funding | Refer to needs analysis step. |
| 147 | Risk Management | Life and Flexi-linked TPD insurance (combined) | This occurs when we are require Life & TPD (see needs step) and it is preferable to hold Life in Super & TPD in personal name (see tax entity assumptions). |
| 148 | Risk Management | Income protection insurance (self owned) | Refer to tax entity assumptions. |
| 149 | Risk Management | Life and TPD insurance | Refer to tax entity assumptions. |
| 150 | Risk Management | Life and Flexi-linked TPD and Trauma insurance (combined) | This occurs when we are require Life, Trauma & TPD (see needs step) and it is preferable to hold Life in Super & TPD & Trauma in personal name (see tax entity assumptions). |
| 151 | Risk Management | Life insurance (Super) | Refer to tax entity assumptions. |
| 152 | Risk Management | Life and TPD insurance (Non-Super) | Refer to tax entity assumptions. |
| 153 | Risk Management | TPD insurance (Non-Super) | Refer to tax entity assumptions. |
| 154 | Risk Management | Life and Super-linked TPD insurance (combined) | This occurs when we are require Life & TPD (see needs step) and it is preferable to hold Life in Super & TPD in personal name (see tax entity assumptions). |
| 155 | Risk Management | Life insurance (Non-Super) | Refer to tax entity assumptions. |
| 156 | Risk Management | TPD insurance (Super) | Refer to tax entity assumptions. |
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