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Business Protection Program

ClearView’s Business Protection Program is designed to support financial advisers with practical, CPD-accredited training and strategic in life insurance for business clients. Delivered in three flexible parts, the program helps build confidence, capability, and connection.

We don't just train – we partner

Adviser forums

We’re creating space for advisers to connect, share ideas, and learn from each other. They're designed to foster open discussion, peer learning, and real case study insights – because great advice starts with great conversations.

Strategic business support 

We can visit your practice to work directly with you and your team - helping to unpack client scenarios, explore business structures, and help develop tailored life insurance strategies.

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Expertise starts here

Premium CPD modules available now 
Gain access to CPD-accredited modules focused of life insurance strategies for business clients. Training can be delivered:​

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  • In person via state visits

  • On-demand at your practice, tailored to your team’s needs; and 

  • Via webinar.

The table below lists the current modules available:

Training and Development Module
CPD Points
1. Buy/Sell Purpose Cover
1 unit
2. Key Person Capital Purpose Cover
1 unit
3. Key Person Revenue Cover
1 unit
4. Business insurance trusts
1 unit
5. Beneficiary nominations - inside and outside super
1 unit
6. Estate planning, life insurance and divorce
1 unit
7. Ethics: The Final Piece in the Profession Puzzle
1 unit
8. The Hidden Forces Behind Financial Decisions
1 unit
9. SME Advice Opportunities Unleashed
1 unit
10. TPD claims and their tax treatment inside super
1 unit
11. Top Tips for Super, Life Insurance and Estate Planning
1 unit
12. The Art and Philosophy of Quality Risk Advice
1 unit
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Book now

Talk to your BDM to request more information or to book a session. 

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If there’s a topic you’d like covered that isn’t listed, please contact us at marketing@clearview.com.au.

Mingling from Above

ClearView Wealth Limited (ABN 83 106 248 248) and its wholly owned subsidiaries acknowledge the Traditional Custodians of Country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.

 

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ClearView Life Assurance Limited is committed to ensuring continuity of key industry standards as it transitions its industry association membership from the Financial Services Council to the Council of Australian Life Insurers. ClearView Life Assurance Limited will continuously comply with the Life Insurance Code of Practice and life insurance industry standards in the interests of serving and supporting our customers.

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ClearView ClearChoice is issued by ClearView Life Assurance Limited (ABN 12 000 021 581, AFS Licence No. 227682). ClearView ClearChoice Super is issued by HTFS Nominees Pty Limited ABN 78 000 880 553, AFS Licence No. 232500, RSE Licence No. L0003216 as trustee of HUB24 Super Fund, ABN 60 910 190 523, RSE R1074659.

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This website is intended to provide general information only and the information has been prepared without taking into account any particular person's objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. For more information, please refer to the relevant PDS. A copy of the relevant PDS can be obtained from 132 979 or on our website.

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You can find the target market determinations for the products at www.clearview.com.au/tmd.

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© 2026 by ClearView Wealth Limited (ABN 83 106 248 248)

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