AIA NZ Launches New Life Insurance Solution
AIA NZ has announced the launch of AIA Cover for Life, which the company describes as an innovative new life insurance solution designed to give New Zealanders...
Insurer Offers Free Online Wills for New Customers
Fidelity Life's new offering of free access to an online will service for new life insurance customers drew strong reader...
Australian Advisers Urged to Revisit Business Insurance
There are more than two million small businesses in Australia – around half of which have owners aged over 50 – but where a...
Wills – The Untapped Opportunity for Advisers
Sponsored Content - Every adviser wants to be seen as the trusted partner who looks after their clients’ full financial wellbeing. But there’s one area consistently overlooked - wills...
Advisers Becoming More Proactive in Clients’ Estate Planning
The financial advice profession is becoming increasingly proactive in helping clients with estate planning issues such as wills but it’s been a journey to...
Vast Majority of Clients Don’t Have a Will – Poll Result
In a somewhat surprising poll result, three in four advisers (74%) say less than half of their clients who need a will, actually have...
Latest Poll – ‘Will’ They or Won’t They?
Our latest poll is seeking to ascertain what percentage of your clients have a will in place.
The question stems from our report highlighting a...
Seven Reasons Why Clients Need a Will
If advisers have clients who seem unwilling to make a will, Welsh adviser Craig Palfrey has outlined the reasons he uses to convince his...
Strategies to Maximise Client Engagement and Business Growth
Engaging with the children of clients is the key to ensuring the family's wealth remains with an advice business for generations, according to an...