November 2022
On point

November 2022

Good news – updates in Adviser centre.

We’ve made updates to the Detailed Policy summary report in the Tahi tab.

These updates help provide a consistent experience for advisers who also have customers with policies in the PCMS system. You now have the option to download and print the report.

You can also access information on endorsements and exclusions. We’ve created a how-to-guide to show you how to access these new capabilities.

Download guide.

New underwriting tools.

Helping you in your service to customers

Quick reference underwriting guide.

Providing you with key information required to assist in the completion of an insurance application with us, including our increased financial underwriting limits.

Start reading.

Financial questionnaire. 

Easier to use and understand and no need to be signed by an accountant or solicitor. 

Check it out.  

Insurable income calculator. 

Our simple and easy to use calculator will help you to assess income insurability for self-employed applicants. We’ll be hosting several online training workshops over the next couple of months, register to attend a session.  

Download the calculator.  

*Downloads will appear at the bottom of your screen.  

Claims we’ve paid out.

Our new claims brochure is available for you to share with your customers.  

Start reading.

This year’s trust icons.

We’ve updated our icons to communicate where we started, where we’re going and why we’re here.  

View our updated forms and brochures.  

Monthly Mark it find.

Use these videos to help educate your customers on life insurance.   

View and share now. 

Annual report 2022.

From here, for good.  

Celebrating a ground-breaking year.  

Start reading.  

Important dates.

Career connect. Looking to recruit in 2023? 

We’re still accepting registrations for adviser businesses looking to recruit qualified advisers.  

Apply to recruit in 2023. 

Know someone who is looking for a career change?  

Keep an eye out for when registrations open for our next intake in July. Learn more.  

Commission runs throughout December & January.

Last commission run for 2022. 

PCMS & Tahi 

29-December 2022 

Discretionary discount top up requests 

Submit to commission@fidelitylife.co.nz 

Before 2pm 21-December 2022 

First commission run for 2023 

PCMS & Tahi 

9-January 2023 

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