July 2023
On point

July 2023

Changes in direct debit transactions, a 2-min video guide to finding renewal info and another awesome experience from an adviser on Outward Bound - there’s plenty happening this month.

Here’s your July update.

 

Changes to customer’s direct debit transactions.

We’re making some changes to how we process direct debit payments. Currently, we collate a customer’s policy premiums, into 1 total amount and process it as a single transaction.

From 1 August 2023, we’ll split the single transaction (that customers currently pay), into 1 payment per policy. So, if customers have 2 policies with us, they’ll start to see 2 separate transactions that add up to the total amount.

Organising the transactions in this way, gives the customer greater visibility of how much they pay for each policy they have with us. There will be no change to the account we regularly debit, or the amount customers pay.

Reach out to us if you have any questions about this change.

Father And Son Web Leaf (Resized)

No policy fees. For life!*


Don’t forget this offer is still available until the end of August.

All illustrations generated between 1-June and 31-August 2023 for new eligible policies will have the policy fee waived for life*.

*Terms and conditions apply.

Find out more.

Engage 2023 speaker line up.

Engage is now sold out and the countdown is on!

As we celebrate 50 years of success, we’re also looking to what’s next: a new era, a new landscape, a new future. With that in mind, we’ve curated an awesome speaker line up that’s guaranteed to both challenge and inspire advisers to take their businesses to the next level.

Here's a sneak peek:

Visit the Engage website to learn more about them.
Jessica Brady
Jessica Brady
Co-Founder of Fox & Hare Financial Advice (B-Corp)
Kaila Colbin 3
Kaila Colbin
Founder & CEO of Boma
Steven Joyce
Steven Joyce
Ex-Senior Cabinet Minister
Profile Pic David Beaton Opt 2
David Beaton
Risk Maverick, Gin Virtuoso and the Master of Balancing Both
Fidelity Life 2010'S

Fidelity Life in the 2010’s.

2010 was a significant decade for New Zealand for many reasons like winning two rugby world cups and the flag referendum.

It was also a notable decade for us with the passing of our founder Gordon Watson, gaining NZHL as a strategic partner and winning the ANZIF Life Insurance Company of the Year for the 3rd year running.

Find out what else happened in the 2010s.

Watch the video.
Trauma And Trauma Multi.

Trauma and Trauma multi claims.

$30m paid out by Fidelity Life for Trauma and Trauma multi claims last year.

Find out what the top conditions were.

Watch the video.
Webpage Copy 3

Leadership course ignites another adviser.

Annette Arnold (back row, third from right) from Farmers Mutual Group was the 4th adviser to go on the Outward Bound 5-day leadership course.

The weather in Anakiwa wasn’t the greatest but looking back Annette wouldn’t have had it any other way! Read all about her experience.

Find out more about the Outward Bound Realise your potential programme here.

Next month, read about Mary-Ann Pratt from Professional Investment Services Manawatu’s experience.

Read about her experience.

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