With over 2,000 Authorised Representatives (ARs), ALI is an important part of the broker community. To acknowledge the essential role you play in protecting home loan customers, we’re excited to announce our inaugural Broker of the Year awards.
These awards recognise and thank those ARs who embody the client care and protection values that we hold dearly at ALI. The winners were selected by ALI’s management team based on following criteria:
- Number of lives protected
- New Business Premium generated
- Lapse rates over the course of the year and,
- Their belief in client care and protection.
These awards recognise and thank those ARs who embody the client care and protection values that we hold dearly at ALI.
We asked our winning brokers to share with us why they offer their clients loan protection. From their responses, it’s clear that these brokers have a strong sense of care and believe that getting their clients into their homes is only half the job.
National Broker of the Year 2014
Robert Trewin, NmB
Offering Loan Protection since: 2004
No. of lives protected in the last 12 months: 99
“How would you feel if one of your clients passed away or is diagnosed with a terminal illness and you didn’t discuss loan protection with them?”
Robert experienced firsthand the importance of loan protection when his best mate passed away from a blood clot during a routine knee operation, leaving behind a wife and three children. This is why Robert makes sure all his clients are aware of loan protection so they can make an informed decision, “it’s about caring for your clients. Don’t make the decision for them”.
NSW Broker of the Year 2014
Chris Azzi, Loan Market
Offering Loan Protection since: 2010
No. of lives protected in the last 12 months: 36
“I remind my clients that they protect their cars, their home and contents and in some cases, even their pets... but the biggest asset is themselves”
Chris is open and honest when it comes to offering loan protection to his clients. His motto is to make everyone aware of its importance because life is unpredictable and the future unknown. He likes to remind his clients that they need to protect their most importance asset, themselves.
QLD Broker of the Year 2014
Michael Hughes, Choice
Offering Loan Protection since: 2007
No. of lives protected in the last 12 months: 32
“It’s my responsibility to have the conversation with every client, regardless of their age and situation – don’t ever assume”
Michael believes that when it comes to offering protection, you need to be proactive – don’t take the passenger seat and most importantly, don’t assume your clients know about protection or are covered. That is why Michael offers loan protection to every client, without fail.
SA Broker of the Year 2014
Robert Shearwood, Mortgage Choice
Offering Loan Protection since: 2005
No. of lives protected in the last 12 months: 35
“I love my BDM. It took a while to get my head around it, but now its common sense and part of my loan process”
Robert’s ethos is to always look after the best interest of his clients. This is why he offers loan protection and considers it part of being a responsible broker – “If I didn’t offer protection, I wouldn’t be doing the right thing by my clients”.
VIC Broker of the Year 2014
Anthony Igri, Choice
Offering Loan Protection since: 2008
No. of lives protected in the last 12 months: 41
“Offering loan protection is just as important as offering the mortgage itself”
Anthony’s rule is to never “pick and choose” who you offer loan protection to. Anthony therefore makes it a habit to offer loan protection to ALL eligible clients because he finds comfort in knowing that if something did happen, they’d be looked after. This is further supported by an easy to offer process and confidence in ALI Group’s ability to pay claims.
WA Broker of the Year 2014
Lihong Shi, Loan Market
Offering Loan Protection since: 2010
No. of lives protected in the last 12 months: 72
“Loan Protection Plan is easy to offer and provides not only my clients with peace of mind, but also gives me peace of mind”
Lihong truly cares about her clients; this is why she insists on having the important discussion with all her clients.