Opinion Divided on Going Paperless – Poll
Our latest poll result finds that while a majority of advisers indicate their advice practice will welcome the day when every stage of the...
Paperless Advice Process? Latest Poll
Are you a pen-and-paper lover, or someone who would welcome the day when every stage of the life insurance advice process becomes paperless?
Our latest...
It’s All About Product – Poll Result
Our latest poll result indicates that for nearly half of advisers product features is the one factor which most often informs their selection of...
What Drives Your Product Selection? Latest Poll
What is the one factor which most often informs your selection of a life insurance product solution for your client?
In an ever-changing consumer and...
Overly Conservative? Poll Result
In a surprising result, our latest poll finds that a big majority of advisers agree that their advice practice is overly conservative in the...
Latest Poll – ‘Cautious’ Advice?
Our latest poll is seeking your views on whether your advice practice is overly conservative in the advice processes it uses, which the FMA...
Cybersecurity Protocols – Latest Poll
Our poll question this week has been prompted by an ‘urgent warning’ from NZFSG to its adviser network following a sharp increase in sophisticated...
Poll Result – Advisers Split
Our latest poll result indicates that a slim majority of advisers agree that too many personal financial planning clients fail to receive life insurance...
Latest Poll – Failure to Refer Clients for Risk Advice?
Our latest poll is based on the premise that all financial planning clients should have access to life insurance advice appropriate to their circumstances.
Some...