No policy fees for life, indemnity cover workshop recording and more.
Here’s our updates for June.
That’s right – all illustrations generated between 1-June and 31-August 2023 for new eligible policies will have the policy fee waived for life*.
With 70% of New Zealanders being under-insured, we’re focused on closing the protection gap so all New Zealanders can have meaningful and affordable access to advice and insurance. *Terms and conditions apply.
Fear of the Y2K bug, a flurry of activity with the introduction of a new logo, the founder of Fidelity Life, Gordon Watson retires and a brand-new partnership with Farmers Mutual Group established - what a decade to remember!
Watch the video.
Thanks to the 200 advisers who completed our recent relationship survey.
Congratulations to 3 lucky winners, taking home a $300 Prezzy card each:
Christopher from Farmers Mutual Group.
Neil from Mainstay Limited.
Nina from Adelphi Financial Services Limited.
Over 36% of Life cover claims were for what condition?
Watch the video.
Over 300 advisers attended last month’s workshop on Indemnity cover.
If you haven’t already seen it, here’s a recording.
Watch the video.Up until now, whenever a new application was replacing existing cover, advisers had to complete an Advice on Replacement Business (ARB) and get it signed by the customer.
We’ve taken your feedback on board and have removed the ARB form as a requirement. As a result of removing this form, you'll notice the date on the front of the applications now shows June 2023. There have been no other changes to the application form.
Please note that advisers are still expected to keep their own full and complete records regarding replacement business as part of their advice service for customers.
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.
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.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.