High Five

Our Members and advisers are celebrating 5 years
of ever-growing Profit-Share Accounts.

Mutually beneficial

life insurance

Every professional we insure is a Member which entitles them to share in the profits of the insurance that they buy. And the amount assigned to them has grown year-on-year since we opened for business.

Growth in Profit-Share Assignments Pool

$100,112

$386,258

$750,023

$1,251,873

$1,803,006

2017

2018

2019

2020

2021

$4,180,420

The total Profit-Share assigned to Members over 5 years.

797

Members in 2017

5336

Members in 2021

WHAT OUR PROFIT-SHARE ASSIGNMENTS
MEAN TO OUR MEMBERS

Members are seeing consistent growth in their
personal Profit-Share Accounts.

1

Member has a Profit-Share balance of

$27,000

23

Members have a Profit-Share balance of more than

$10,000

261

Members have a Profit-Share balance of more than

$3,000

110

Members have a Profit-Share balance of more than

$5,000

The average Profit-Share balance of Members who received their first PPS Mutual Profit-Share in 2017 is now at:

$3,120

Details of the Profit-Share plan (including accessing a Profit-Share account) are available in the PDS – speak to your adviser about any questions

WHAT OUR PROFIT-SHARE ASSIGNMENTS
MEAN TO OUR ADVISERS

By only providing specialist life insurance for professionals and sharing
profits with Members, we help our accredited advisers generate more
sustainable, higher value business.

One adviser group’s Members received Profit-Share Assignments of over

$251,000

As at 30th June 2021 one adviser groups Members have Profit-Share Account balances totalling over:

$595,000

An individual adviser has Members with Profit-Share account balances totalling over

$270,000

8 Advisers have clients with Profit-Share Account balances totalling over:

$100,000

AN EXCLUSIVE OPPORTUNITY
FOR ADVISERS

Professional clients can only access our life insurance through a
limited number of accredited advisers. Why not join them and set
your advice apart from the competition?

Total number of financial
advisers in Australia

19,000

Source: RiskInfo Wrap 5 October 2021

Total number of PPS Mutual accredited advisers at
30 June 21

851

PPS Mutual’s Profit-Share is a unique feature that brings something different to the conversation with existing and prospective professional clients. Now with Profit-Share Accounts reaching over $595,000, our clients are gaining additional value from their insurance.

David Davidson
Managing Partner,
Priority Life

We were delighted to find out that our client, who is on a long term claim with PPS Mutual, has continued to accrue a Profit-Share allocation whilst on claim and that his Profit-Share balance is among the largest in PPS Mutual Australia.

Amanda Levine
Specialist Risk Adviser,
North City Group