A reliance on amateur advice from family is impacting our financial and emotional wellbeing, according to new research by Fidelity Life.
14 November 2022
New Zealand’s largest locally owned life insurer Fidelity Life has reinforced its commitment to the adviser channel, announcing the appointments of its ten inaugural Adviser council members.
Fidelity Life Chief Sales and Service Officer Bronwyn Kirwan says she was heartened by the more than 90 applications received from advisers, which demonstrated their eagerness to be involved at a more strategic level with insurers.
“Thank you to all the passionate advisers who applied to be the first members of our new Adviser council. The volume and quality of submissions we received exceeded our expectations, so there was plenty to deliberate on during our selection process.
“In choosing our ten council members for their two-year term, we wanted to ensure we had the right representation of diversity, experience and perspectives, so discussions and input from the council could be reflective of the many different views and attitudes held by New Zealanders throughout the country.”
The ten inaugural members of the Fidelity Life Adviser council are:
- Alana Collinson – Financial Independence
- Amanda Haskins – Amanda Haskins Insurance
- Andrea Beagley – FMG
- Dean Logan – Logan Smythe and Associates
- Jonathan Winstone – Insurance Market
- Josh Cuttance – Share NZ
- Karl Moran – Wealth Protection Specialists
- Mark Breen – Total Life
- Nick Wells – Amicus
- Yang Gu – Your Generation Financial Services
“To our appointed council members - congratulations! We’re excited to bring this initiative together to deepen our partnerships with advisers and customers, and find ways to collectively better address the protection gap that exists in New Zealand today.
“We have long term aspirations to reimagine the life insurance industry, and the new Adviser council will provide a forum for robust conversations on how we can partner with advisers to achieve that goal. We hope that together we can make a lasting difference to the industry we’re all proud to be a part of,” says Bronwyn.
“As you can imagine, this was a very tough decision. We truly appreciated all the well-considered submissions we received. To any applicants who weren’t selected this time, we’re still eager to hear your views, so watch out for other opportunities to engage with us and please keep your feedback coming.”
The Fidelity Life Adviser council will meet quarterly, with the first meeting scheduled in February 2023. The council will be governed by a Charter and will be tasked with discussing key industry updates and issues, and to provide objective feedback and advice on Fidelity Life’s future initiatives and propositions.
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