RiskinfoNZ @RiskinfoNZnews
Delivering weekly updates on the latest news from the NZ life insurance industry. riskinfonz.co.nz Yeni Zelanda Joined February 2018-
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Feedback on outcomes focused regulation Consultation on the FMA’s outcomes-focused regulation closed in March. CEO Samantha Barrass says the FMA are now considering all submissions & are committed to collaborating and engaging with industry >> buff.ly/3UIIbrG #RiskInfoNZ
Following a 2014 partnership agreement between the two firms has led to Nib's adviser health promotions being made available via Fidelity Life’s E-App. Advisers should create an illustration in Apollo and submit the application >> buff.ly/3URWevv #riskinfoNZ #riskinfo
Promote Yourself – Without Being A Nuisance Leading business coach Tony Vidler writes that developing your brand correctly should help ensure you are the first person potential clients call...buff.ly/3UHLyiV #RiskinfoNZ #financialadvisers #riskadvisers #businesscoach
New Role at Financial Advice NZ The recently arrived CEO of Financial Advice NZ has made his first key hire, having appointed a Head of Professional Development...buff.ly/4a2I0Mt Financial Advice New Zealand #RiskinfoNZ #StaffAppointment #LeadershipTeam
Premium Waiver for Drought Victims Fidelity Life has announced that eligible customers affected by drought can apply for a three-month premium waiver...buff.ly/4diuG9A Fidelity Life #RiskinfoNZ #Premiums #LifeInsurance #RiskAdvice #FinancialAdvice
Louise Unger has been appointed Executive Director for Response and Enforcement. Unger has previously specialised in risk and compliance at international law firm Lawyers on Demand NZ and will begin her new role in June >> buff.ly/3WcUIov #RiskInfoNZ #financialnews
Recent data from the Australian Life Insurance Claims and Disputes Statistics confirms that clients who receive life insurance advice have a smoother claims process compared to those who don't >> buff.ly/3WhF4bI #riskinfoNZ #riskinfo #financialadvisers #insurance
Haydee Stroud has been appointed FSC's acting CEO, Board Chair Rob Flannagan says “We are confident that Haydee will lead the FSC with stable hands & sustain the momentum the FSC has built in 2024 while the Board recruits for a CEO.” >> buff.ly/3xKZHmc #RiskInfoNZ #FSC
Partners Life is seeking expressions of interest for its next new adviser training course starting June 17. The course is for Level 5 qualified advisers who have less than 12 months’ experience in the industry >> buff.ly/3UBoqCI #riskinfoNZ #riskinfo #financialadvisers
STORY OF THE WEEK: Customer Engagement Initiative Relaunched Our report that Fidelity Life has resurrected its system to recognise advisers who deliver exceptional customer service drew strong reader interest this week...buff.ly/44ai4xb #RiskinfoNZ #CustomerEngagement
Prohibited Incentives Rules Any FAP deemed to be an intermediary for a financial institution could be caught by CoFI's prohibited incentive rules according to a key industry stakeholder...buff.ly/3vYTz9F #RiskinfoNZ #Strategi #FinancialAdvisers #RiskAdvisers
Future of TPD – Poll Result Only a small minority of participants in our latest poll expect to write higher volumes of TPD business in the future...buff.ly/3UcYhsb #RiskinfoNZ #PollResults #LatestPoll #FinancialAdvisers #RiskAdvisers
Customer Engagement Initiative Relaunched Fidelity Life has relaunched its Customer Engagement initiative to recognise advisers who deliver exceptional customer service...Full story here >>> buff.ly/44ai4xb #RiskinfoNZ #FinancialAdvisers #RiskAdvisers
More kiwis using private health care The latest Insight & Trends report by the FSC shows a rising take-up in up private healthcare and suggests that the sector is essential in tackling what it describes as a healthcare crisis in New Zealand >> buff.ly/4aDnHWV #RiskInfoNZ
AIA has launched a new Vitality app that will create a more seamless experience for users. Chief Customer Officer, Angela Busby, says the refreshed app has a new look and feel, increased security, a new ‘wallet’ to access rewards and more >> buff.ly/3U2yWRH #RiskInfoNZ
****STORY OF THE WEEK**** Chubb Increases Commissions and Discounts - News that Chubb is increasing its lifetime discount for clients and enhancing its commission offer generated significant interest from Riskinfo readers this week...buff.ly/3U9lOKS #RIskinfoNZ
All NZ advisers are being urged to take part in their survey to help Financial Advice NZ to understand how the profession will meet the needs of kiwis in the future, & what changes are needed within the profession to meet these needs >> buff.ly/4aUhHZE #RiskInfoNZ
Future of TPD Poll Our latest poll seeks your thoughts on the future of TPD insurance in New Zealand...Have your say >> buff.ly/3Q737pT #RiskinfoNZ #TPDInsurance #LatestPoll #haveyoursay #financialadvisers #riskadvisers
‘I’m Ready to Listen’ – Financial Advice NZ CEO Nick Hakes, CEO of Financial Advice NZ, is about to start a whistle-stop tour of the regions to find out what matters to advisers…buff.ly/4aYV6Ls #RiskinfoNZ #FinancialAdvisers #RiskAdvisers
Chubb Increases Discounts and Commissions Chubb has increased its lifetime discount and its pendulum commission to offer advisers an up-front component…Latest news here: buff.ly/3U9lOKS #RIskinfoNZ #FinancialAdvisers #RiskAdvisers
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The #FSC’s #LifeInsurance Awareness Day is happening on Wednesday 21 April. FSC member @MetLifeAU’s case manager Courtney recently phoned long-term #customer Chantelle to check in and share a claim update early in Victoria’s COVID-19 lockdowns. See: fb.watch/498nk2NSbL/
Choice & Access to Life Insurance (CALI) lobby for life policy improvements. The AFA says one of the objectives of the group “…is the retention of the option for clients to choose to pay for their life insurance advice through commissions" >> buff.ly/3cYljgX #riskinfo
Risk specialists contemplating their future in the industry now have another pathway on offer. Risk advisers unable to complete the FASEA adviser exam by the end of maybe be able to continue serving their clients in a consulting capacity >> buff.ly/2P1A7Dx #riskinfo
‘Plan B’ Offer for Risk Specialists in Australia riskinfonz.co.nz/2021/03/23/pla… via @RiskinfoNZnews
There's just three weeks to go until we kick off our remaining #getinshapenz Advice Summits in Christchurch and Dunedin, and Minister David Clark has been confirmed to speak in Dunedin. Tickets are still available, find out more at bit.ly/3siOnq0
Always a great session with Keith. Hope you start smashing those goals!
Thanks so much @KeithAbrahamCSP for your generosity and sharing with the @MDRTAustralia community today. Serious goal setting ahead!! #MDRT @MDRTAustralia
Our first #getinshapenz webinar for 2021 is on next Thursday 1 April at 9.30am. We will be taking a look at the issues and challenges that FAP's are now facing since FSLAA came into play on 15 March. Register at bit.ly/3rh72AX
The Get In Shape Advice Summits have been officially launched by @DavidClarkNZ, Minister of Commerce and Consumer Affairs. The Minister reiterated the importance of financial advisers steering New Zealand's economic recovery. #getinshapenz
BDM Support Boosts Insurer Ratings – Top Insurers Named This was one of the key findings highlighted by Investment Trends in releasing its 2020 Planner Risk Report. >>>buff.ly/3p2WHYl #Riskinfo #RiskinfoNews #InvestmentTrends #research @InvestmentTrends
The BD Ladder founder Ben Paul says advisers should look at what they had planned at the start of 2020 that didn’t eventuate, and to set achievable goals that they can commit to. hubs.ly/H0Gl1Wj0
I reckon this pretty much sums up where advisers are up to at the moment with all the new compliance stuff...
So true! And many MDRT Adviser offices are great places to work!
I get it... clients pay the bills, clients bring in the money, clients pay you to help them... BUT without your team none of what you do would be possible! Take care of the most important people first! #teamfirst #promise #excellenceasstandard #poweredbywoww #wellbeing
So I’ve done my winter run! Snow while doing it to feel really at home. Good luck everyone else out there today. @WinterRunUK
Welcome to those joining #getinshapenz Advice Summit 2021 by live stream, currently hearing from Angus Dale-Jones, Chair of the Code Working Group on the first panel with John Botica, Derek Grantham @FMAmedia & Sharon Corbett @MBIEgovtnz facilitated by Trisha Edmonds @ANZ_NZ.
Net Adviser Outflows Still Subdued Adviser Ratings the Adviser Musical Chairs Report says that by end Q4 2020, the adviser population had reduced to 20,715, with the net decline of 431 advisers from Q3 2020. >>>buff.ly/36XoaVl #Riskinfo #financialadvisers @adviserratings
Always great tips and advice from around the world in this great mag to inspire advisers!
Increase your #productivity in 2021 with ideas and tips in the new issue of Round the Table at ow.ly/YAPR50DeYYu. #MDRT
With only 32 days until the FSLAA regime comes in, the Wellington Get In Shape audience hear about future opportunities and possibilities directly from the key players driving, leading and implementing the new regulations in our first #GetinShapeNZ panel @FMAmedia
Wealth is not just about finance but health, wellbeing, and environment all play an important part. Great discussion with our panel during the Financial Literacy, Financial Capability & Financial Advice session. @russellhutchins
Great to see so many of the #financialadvice community at our second #getinshapenz @edenparknz