Product Solutions

DKN is well positioned to provide risk support and knowledge to associated practices, allowing development of their risk knowledge and growth in the level of risk advice being delivered to clients.

How DKN can assist your practice to grow the level of risk advice delivered to clients.

• Position risk to your clients as an integral part of their overall financial planning solution - not an add on
• Assist in the development of staff to competently deal with pending risk applications and meeting clients expectations during the underwriting process
• Develop adviser knowledge in business insurance solutions (eg. Succession / buy / sell cover)
• Assist in locating an insurer for clients with difficult medical histories (eg. Mental health conditions, diabetes, cardio vascular issues, cancer etc.)
• Provide specialised risk training support, either in house or external
• Provide the option to outsource clients' risk needs to specialist risk writers and share the revenue while maintaining ownership of your client

DKN's risk specialist, Peter Stathis, is committed to assisting our associate practices in ensuring their clients' risk insurance protection needs are properly identified, assessed and met. Click here for more information about our Risk Service Offer.

Training

DKN's risk offer aims to support associated practices in broadening their revenue stream by providing risk insurance solutions in a way that integrate with the existing advice process. This is achieved via regular risk workshop segments within DKN's Professional Development days. The aim of many of these sessions is to make advisers comfortable with raising the need for insurance by discussing with clients the risks they face while reminding them of their ongoing immediate and long term financial commitments and obligations. In addition to this, external trainers such as Chris Unwin and the Risk School are brought in to conduct more intensive training with full or half day workshops offered as part of the Day 2 specialist programs of our Professional Development days.

Products

Key among the selection criteria for Risk products supported by DKN are ease of application / underwriting and top quartile quality / features ratings.

• Life on Wrap

  DKN distributes a range of risk products from BT to the DKN community. BT offers a comprehensive range of risk protection benefits that are competitively priced, simple to use and designed to meet the needs of most clients.

• SMSF Risk Pool

  Lump sum Death and TPD insurance cover via DKN’s SMSF Risk Pool is for all self managed super fund trustees and members.