Welcome to On Point for June.
News this month includes a two months' free extension, upcoming ACC training sessions, and our latest customer e-letter, Be Free.
It’s hard to believe it’s been a year since we lost our good friend Cary Veenhof.
To mark the occasion members of the Fidelity Life team gathered together to remember him. Gone but not forgotten.
Your response to our two months’ free campaign continues to be fantastic!
That’s why we’ve decided to extend the campaign again, to close on 6 August 2019. Your customers will be grinning from ear to ear!
You know the deal:
The application must be underwritten and the policy issued within six months of Fidelity Life receiving the application.
Last week the Government announced the new financial advice regime, including licensing requirements for advisers, will come into force in June 2020. More details can be found here.
Under the new regime anyone who gives financial advice to retail clients will be required to operate under a licence granted by the FMA - licence application fees will range from $612 to $922 for a full licence, and $405 for a transitional licence. It’s great to have some certainty on timeframes.
If you’re thinking about applying for a licence now’s also a good time to review how the FMA views good conduct – check out their guidance here.
We look forward to supporting you through the transition to the new regime, and beyond.
Our latest issue of Be Free will be emailed to about 30,000 customers today. This issue features a video from Reeta Anthony, our Head of Claims, and a feature story on how healthy eating and living can help keep diabetes at bay. We’re also giving away copies of our favourite winter books.
We know how much you value a combined risk and health offer, and we want to keep making it easy for you to do business with us. So in case you missed this week’s news, from 1 July nib products will continue to be supported in Apollo and eApp, the paper multi-app will be maintained and nib forms and collateral will still be available from Adviser Centre.
Submissions on MBIE’s conduct of financial institutions options paper closed earlier this month.
Find out more hereHowever there’s still time for you to have your say on MBIE’s review of insurance contract law options paper. Submissions close on 28 June – we encourage you to have your say.
Click here for more informationOur Trauma Cover helps customers through one of the 46 specified significant medical events like cancer or a heart attack. With medical advancements people can make a good recovery from these events and continue to live a quality life. This means there's a possibility of another significant medical event occurring.
That’s the beauty of Trauma Multi – by paying a little more than they would for our Trauma Cover, customers have the certainty they're covered for another four unrelated events without any stand down in their cover. They’ll even be covered for the same condition previously claimed, following a short six month stand down, provided it’s unrelated to the event they previously claimed for.
How easy’s eApp?
If you’re a regular user of our eApp you’ll know how quick and convenient it makes the application process - for both customers and you.
If you’re not, here’s how to use it:
Once you’ve finished your Apollo quote, simply click ‘online application’ in the top banner and Apollo will automatically pull through all the information from your quote. Add a few extra details and you’re good to go.
Once the application’s complete it’ll be sent straight to our wonderful Underwriting team for assessment. Easy as!
Our ACC training sessions will help you make more informed recommendations to your customers. Session details are below – keep an eye out for dates in Southland coming soon.
See session details| Date | Location |
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23 July, 9:30am - 12pm
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Auckland
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23 July, 9:30am - 12pm
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Auckland
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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.
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.
