New customers get 3-months' premium-free on Fidelity Life.
New Zealand’s largest locally owned life insurer, Fidelity Life, has announced a special offer to cover new customers’ premiums for the first 3-months of their policies.
Media release
25 September 2023
New Zealand's largest locally owned and operated life insurer Fidelity Life has marked its 50th year by unveiling a broad suite of new digital, service, product and retention initiatives and a renewed commitment to the adviser channel.
The announcements were a feature of its flagship Engage conferences, attended by over 250 advisers in Auckland and Christchurch earlier this month, and are aimed at helping advisers take their careers and their businesses to the next level.
Fidelity Life Chief Sales and Service Officer Bronwyn Kirwan says that, after successfully concluding a number of pivotal transformation projects, the company is poised to re-launch and re-define its market position and double-down on its strong history with advisers.
“In 2023 we’re celebrating 50 years of homegrown success and it’s the perfect time to reflect on the fact that advisers have been at the heart of it all. Recognising that financial advice leads to better outcomes, we’re getting back in the game and renewing our commitment to the adviser channel.
“Nobody knows advisers better than Fidelity Life. We’ve listened carefully to their feedback, directly and through our Adviser council, and we’re taking action in the key areas we’ve heard we need to be better. Starting at Engage and across the coming year or so, we’re rolling out some exciting initiatives across four key areas that advisers have told us are most important to them: ease of doing business, protecting and valuing in-force customers, propositions, and solutions.
“We hope advisers will find it easier to do business with us through new digital tools such as our market leading Live chat, a dedicated Adviser service team, a number of requested product enhancements and new tools to help them protect and retain their business. And from early 2024 we’ll roll out the first iteration of our new-look E-App and launch our amazing new Adviser edge careers and professional development programme.
“Backed by a culture that heroes advisers and an even greater passion for long term outcomes, we hope our adviser partners will be encouraged by these announcements. The power of financial advice and insurance protection, combined with our community and environment commitments, mean together, we can continue making a real and lasting difference to New Zealand and New Zealanders,” concludes Bronwyn.
Summary of Fidelity Life’s key initiatives announced at Engage:
Ease of doing business – lifting advisers’ digital experience and service offering.
Protect and value – enhanced retention tools to help advisers retain and grow their valuable business and keep more New Zealanders appropriately insured.
Propositions – product enhancements requested by advisers to better meet customers’ needs.
Solutions - our industry leading advice careers and professional mastery programme for financial advisers specialising in life risk.
For more information, please visit our Adviser Hub website.
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