Sunday, May 5, 2024

General

Fidelity Life Launches Live Chat

Fidelity Life has launched a live chat option for advisers wanting information and advice from its new business and underwriting teams. Once logged in to...

Insurance Premiums – What to Expect in 2024

The future of life insurance is to be the topic of a Financial Advice NZ webinar on Wednesday 22 November starting at 10am. Cara Jiao,...

The Adviser Platform Discount Offer

The Adviser Platform (TAP) is offering its mortgage aggregation service for 50% off to new advisers for their first six months, so long as...
New Poll logo

Industry Training Poll

The New Zealand Certificate in Financial Services is undergoing a review to ensure it remains relevant as the financial advice landscape changes. David Greenslade, Executive...

Fidelity Life Publishes Key Turnaround Times

Fidelity Life is publishing its turnaround times for processing new business, underwriting, and call centre interactions. The firm's Chief Sales and Service Officer Bronwyn Kirwan...

FSC Names New Board

The FSC has announced a new board, following its 2023 AGM, with Anna Scott (Smartshares), Ana-Marie Lockyer (Pie Funds), and Campbell Mitchell (Fidelity Life)...

Fidelity Life Returns to Profit

The latest annual result from Fidelity Life shows a profit for the full 2023 year of $3.2m (net of tax), a stark improvement on...

Updated – Level 5 Certificate Under Review

Moves to review and potentially revise the Level 5 entry-level qualification required by financial advisers attracted reader comment and plenty of traffic this week... The...

Asteron Life Launches Store Card Bonus

Asteron Life's latest campaign involves giving prezzies cards to eligible customers. Under the campaign – which runs from 1 November to 15 December 2023 –...