March 2023
On point

March 2023

We’ve got a lot to share this month, grab a cuppa and enjoy the read!

Bronwyn

Fidelity Life at 50 - a look forward.

In part 2 of Fidelity Life at 50, our CEO Melissa Cantell and Chief Sales and Service Officer, Bronwyn Kirwan chat about what’s coming up over the next 12 months and what advisers can expect from us.

Tv

Fidelity Life at 50 - a look back.

The 1970s – a decade defined by flared trousers, disco dancing and the birth of Fidelity Life! Check out some of the milestones we hit in our first decade of business.

A helping hand during tough times.

Thanks for helping us get the word out! The response to our premium relief offer has been strong. Having processed a number of premium waivers during Feb, the team are working swiftly through the remaining requests. 

Find out more.

Cancer companion 4 months in.

The feedback from customers who’ve either been through or are currently going through the Cancer companion programme has been extremely positive with many saying the service has helped reduce anxiety and uncertainty in a period where they can feel quite alone.

While there’s been a strong uptake of each of the components offered, the standout option is Cancer Coach.

Learn more.
Acmeeting

And we’re off!

The first Adviser council meeting took place last month. We were privileged to have Ngāi Tahu join us to share 'why they invested' in the NZ life insurance sector and Russell Hutchinson who provided perspectives on how adviser businesses could be thinking about the changing environment in our industry. We look forward to sharing some of the strategic areas we’ll focus on over the coming year.

Getting down to business.

Faster processing and free temporary cover.

For faster processing and to ensure customers are entitled to our free temporary cover, it’s important that all signed paperwork (Direct Debit form, Declaration and Consent, Advice on Replacement Business, etc.) is submitted along with the customer’s application.

Although we’re unable to accept forms signed with a digital font, we can accept forms signed/dated digitally with a ‘wet-signature’ that reflects the customer’s handwritten signature.

Tax letters.

We’ll be sending out the financial year end tax letters to customers by the end of April 2023.

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