October 2022.
On point

October 2022.

Cancer companion.

Empowering customers on their cancer journey with control, confidence and care.

We're working in partnership with CancerAid and Teladoc Health to bring  this support to customers.

A big dose of care.

Comprised of 3 components, Cancer companion complements existing treatment plans through a holistic, evidence-based approach by giving customers options to formulate a lifestyle response through health coaching and education, access to world-leading cancer specialists for a second medical opinion, and be supported through one-on-one counselling.

Who is eligible?
Cancer companion is available to Fidelity Life customers who have an in force Trauma cover and a cancer diagnosis. Eligible covers include an in force:

  • Trauma cover,
  • Trauma multi cover,
  • Critical care cover,
  • Serious care cover,
  • Lifecare cover.

Cancer companion is not available for Fidelity Life Group and Fidelity Insurance policies.

Customers are required to be:

  • 18+ to use the ‘Cancer Coach’ and ‘Mental Health Support’ services.
  • Living in NZ to use the ‘Mental Health Support’ service.
1 Source: www.canceraid.com and www.canceraid.com/referencesThis data is extracted from our partner CancerAid in relation to their CancerAid Coach Program in Australia.
Learn more about Cancer companion.

Keeping your knowledge up to date.

It’s that time of year again! You will soon receive a notification that your product re-accreditation needs to be completed. An up-to-date product accreditation demonstrates that you’re meeting your Code of Professional Conduct obligations and in a position to deliver good customer outcomes. 

Look out for your enrolment!

Your rights to sell your Book of Business.

You may at times look to transfer or sell your Book of Business to another financial advice provider or party with a distribution agreement with us.

To ensure the sale of the business runs smoothly, Fidelity Life needs to approve the proposed transfer of your book prior to the settlement and completion of the sale and purchase. If you don’t seek prior approval, this may delay or stop the completion of the sale.

Please refer to your Distribution Agreement, page 10 (clause 11.0) before entering into any transfer or sale and reach out to your BM.

It’s also a good time to remind you that if you are making other changes to your business structure or model there are other obligations in your Distribution Agreement that may need to be considered. For more information on this, please refer to page 8 (clause 9.3.6).

Access Distribution Agreement.

Career connect.

Join us in developing the next generation of financial advisers.

Learn more about Career connect.

Our first career evening is tonight!

Spread the word about Career connect.

Last month we introduced you to Career connect, a comprehensive education and skills programme designed to develop the next generation of financial advisers.


Know someone suitable?
Let them know about our career evenings.

Starting tonight at 6:30pm and again on 3-November, attendees will hear from people in the industry, learn about the programme and how to apply.

 

Share the link for them to register and find out more. 

Monthly Mark it find.

Check out the ‘General check-in’ email template to drive customer connection.

Use this easy-to-personalise template to give you an opportunity to engage and re-engage with customers.

Access email template.

Right contact at the right time.

To help you easily reach the right team for your needs, we’ve created a key contact list.  

It outlines the types of queries each team can assist with and contact details of all our Business managers across the country.

Check it out.

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