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.
In February we hosted 3 events across Christchurch, Wellington and Auckland, highlighting the amazing staff who support our adviser community. With the summits boasting a mix of education and inspiration, attendees gained valuable insights from industry experts and other guest speakers.
Check out our retrospective video for a glimpse at what went down.
By waiving policy fees for life on new eligible policies*, we’re aiming to help more New Zealanders realise the benefits of life insurance.
It’s now available for another month – so you’ll have until 30-April to take advantage.
*Terms and conditions apply.
Our Advice for good research sheds light on New Zealanders’ attitudes to financial advice.
Backed by the stats, we’ve prepared some ready-made social media assets so you can amplify the importance of financial advice to your audiences.
Our annual conference will return in November 2024 for 2-days full of insights, connection and celebration. Spots are limited, so let us know now if you’re keen to attend later this year.
In November, we asked you to refresh your product knowledge, using our annual adviser re-accreditation. If you haven’t got to it yet, please do so.
Take a peek into the topics covered this quarter by our trusted panel of financial advisers.
Take note – we’ll be sending 2024’s EOFY tax letters out to our customers by the end of April 2024.
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.
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.
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.