As part of our continued commitment to you, our adviser community, we’ve been working hard to bring you new initiatives that are designed to enhance your experience of doing business with us.
In this month’s issue of On point, we’re celebrating the launch of our new suite of professional development programmes with Adviser edge, and giving you some handy reminders about events and promotions.
This is your April update.
As promised at Engage 2023, 3 programmes are now up and running to support the professional development of current and future members of our adviser community.
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Career connect.
This week, we welcome our newest class of advisers-in-training – they’ll finish the course with an NZ Certificate in Financial Services Level 5 (Life and health Insurance). |
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Professional pathways. |
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Advice masters. We’re also welcoming the newly-selected members of Advice masters, an exclusive development programme designed for experienced advice business owners. |
Congratulations to all successful candidates.
We’ll be bringing you more updates and sharing some of these key learnings with you soon.
This is a friendly reminder that the No policy fees for life* campaign is soon coming to an end.
All illustrations for this offer (which sees the policy fee waived permanently for the lifetime of an eligible policy) must be generated by 30-April 2024 and the application for that illustration must be submitted within 30-days of the illustration being generated.
*Terms and conditions apply.
We can’t wait to host our annual Engage conference this year, with 2-days full of insights, innovation and celebration.
With over half our capacity already met, it’s looking like 2024's event will be a big one.
Going forward, the email address from which you receive your commission statements will be a no-reply, unmonitored mailbox.
We won’t be able to respond to you if you message us on that email address.
We’re back with another collection of news, reminders and offers to help you stay informed and take advantage of our latest resources. In this issue, we're celebrating our recent Practice manager summit and gearing up for what will be a huge Engage 2024 – plus you can check out our extended No policy fees for life* offer, download our Advice for good social assets, and check out some important updates and reminders. This is your March update.
Welcome to our first newsletter of the year. We’re committed to continuing to fulfil the commitments we made last year, and we have some exciting new initiatives to share with you too. The year’s off to a great start. Earlier this month, we held our inaugural Practice manager summits in Christchurch and Wellington to a warm reception, with Auckland soon to follow. We’ve also introduced a new dedicated Adviser services team to help you do business with us more easily – more on that below. You can also read about our latest Outward Bound course recipients, express your interest in our new E-App and our Professional pathways programme, learn how to take advantage of our latest product enhancements, and more. This is your February update.
It’s been wonderful connecting with many of you over the last couple of months. Since I joined the company in October, I’ve had the pleasure of hitting the road and meeting over 150 members of our Adviser community across New Zealand.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.