Simplifying Risk Insurance
For Financial Advisers and their Clients
Expert guidance in structuring, reviewing, and managing life insurance strategies - so you can focus on what matters most.
About The Life Insurance Guy
The Life Insurance Guy (TLIG) was founded by Peter Stathis, a recognised expert in risk insurance with over 20 years of experience in the financial services industry. Peter has worked extensively with advisers, practices, and licensees to ensure that clients receive tailored and effective insurance solutions.
We specialise in guiding financial advisers through complex insurance strategies, from underwriting and policy structuring to claims assistance and technical compliance. Our expertise ensures that clients’ risk protection needs are met with precision and professionalism.
Expertise
Deep industry knowledge and experience supporting financial advisers.
Integrity
Transparent, client-focused risk insurance guidance.
Results-Driven
Ensuring advisers and clients receive the best insurance outcomes
Your Trusted Partner in Risk Insurance
Expert risk insurance consulting designed to support financial advisers, practices, and licensees in delivering exceptional insurance solutions.
Client Engagement
We support advisers in engaging clients effectively, ensuring they understand their protection needs and make informed decisions. From initial discussions to policy implementation, we help streamline the process, improving client outcomes and trust.
Pre-assessments
Gain expert insights to assess client eligibility, manage medical disclosures, and position cases effectively with insurers. Our guidance helps reduce delays, avoid unnecessary declines, and improve acceptance rates for better client protection.
Claims Guidance
We provide dedicated support for claims escalation, insurer negotiations, and complex case resolution. From initial lodgement to final payout, we help advisers guide their clients through the claims process efficiently and successfully.
Our Key Services
Risk Assessment Consultation
Guiding advisers on structuring comprehensive client protection strategies.
Insurance Strategy Development
Tailored risk strategies for personal, business, and group insurance needs.
Claims & Underwriting Support
Expert advocacy for claims resolution and underwriting assessments.
Policy Review & Structuring
Optimising existing policies for better coverage and efficiency.
Educational Workshops & Licensee Training
Training for advisers and licensees on risk insurance best practices
Technical & Compliance Guidance
Helping licensees and advisers navigate regulatory and technical requirements
Client Testimonials
What Advisers Say About TLIG
Get in touch
for a no obligation chat with Peter Stathis
Take the Next Step in Strengthening Your Risk Advice Delivery
Book a Free Consultation & Start Transforming Your Risk Advice Today!