Working Under Level 3 – What it Means for You
New Zealand will move from Level 4 lockdown to level 3 at midnight on Monday 27 April. However, restrictions on freedom to travel, physical...
Six Rules of The Matrix
Advisers selling Partners Life products are now being measured against six key indicators under the insurers' Customer Outcomes Matrix.
The matrix system means the performance...
Design an Armageddon budget and Strengthen Client Relationships
A business mentor says advisers will need to create an Armageddon budget to survive the current economic shock.
Speaking during a Financial Advice NZ webinar...
Did You Miss a Financial Advice Webinar?
Financial Advice NZ is currently holding a series of live webinars for financial advisers, but for those who have missed listing live then the...
Revised Fair Insurance Code
The Insurance Council of New Zealand (ICNZ) has launched its revised Fair Insurance Code which encourages good conduct and professionalism in the insurance industry...
Free Webinars for Financial Advisers
Advisers are invited to a range of webinars organised by Financial Advice NZ featuring leading business experts.
The first one is being held Tuesday March...
How to Succeed Working From Home
Working from home can seem an ideal proposition. But without planning and a dedicate spot in which to work, it can quickly become a...
Insurance an Essential Service During Lock-Down
The Government has confirmed insurance is among its list of essential services that need to continue to operate when New Zealand moves to Level...
Get Smart About Client Meetings
Advisers need to collectively stand up and help guide, educate, and lead their clients through the coronavirus pandemic, says Richard Klipin, CEO of the...