We’ve got a lot to share this month, grab a cuppa and enjoy the read!
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.
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.
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.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.
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.
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.
We’ll be sending out the financial year end tax letters to customers by the end of April 2023.
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.