Monday, December 23, 2024

Estate Planning

Naomi Ballantyne Talks Succession Planning

Catching the attention of Riskinfo readers this week was news that former Partners Life MD Naomi Ballantyne has fronted a video offering guidance on...

Affordability Issues Dampen Insurance Take-up

The FSC's latest Money & You research reveals the cost-of-living crisis continues to stand in the way of New Zealanders and insurance. Of those...

AIA Terminal Illness Survey

AIA is running a survey to help it understand how advisers factor in the need for terminal illness cover during their advice conversations, and...

Financial Advice NZ Extends University Partnership

Financial Advice New Zealand's partnership with Massey University’s Financial Education and Research Centre (Fin-Ed Centre) has been extended for three years to continue research...

Claim for Higher Life Insurance Payout Denied – Case Study

Following 10 weeks in hospital Mr E asked his adviser to reduce his life cover from more than $260,000 to $100,000 to reduce his...

Launch of New Estate Planning Service

A new estate planning service package has been launched in what what has been described as a first for financial advisers in New Zealand. Released...