IPAW 2026: Claims stories and adviser skills

Kicking off the day, the Income Protection Task Force (IPTF) reshared its 7Families Revisited Project and the role that financial support played in the years that followed. The first panel of the session explored adviser skills in supporting clients with a claim, with Zoe Priselac, managing director, Way More Solutions. Priselac said advisers should be there to take clients through the claims process, hold their hand, regularly communicate with them and take off as much of the admin as possible. She emphasised the importance of conducting annual reviews with clients, which she said ma...