June 23, 2017
Four main risk factors are leading to four major non-communicable diseases which are responsible for 90% of deaths in Australia according to AIA Australia and New Zealand, Chief Executive, Damian Mu. (more…)
Category | General
Vertically Integrated Insurers Overlooking Policy Holders
June 20, 2017
The mutual life insurance model will continue to attract interest from advisers and consumers who feel they are being overlooked by listed insurers who are more focused on shareholders, the head of PPS Mutual has claimed. (more…)
Top Tips on How to Segment Your Database and Keep the Clients You Want
June 14, 2017
Respected risk-focussed WA adviser, Mark Rando, has shared his top tips with his peers on determining which clients an advice business should focus on retaining and how they can achieve it…
Continue Reading
· June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing
· June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing
Paperwork, Compliance Hassles Top Risk Advice List of Challenges
May 30, 2017
Paperwork and compliance top the list of issues advisers say they face when providing advice on life insurance, according to early findings from the 2017 Investment Trends Planner Risk Survey. (more…)
Quotas Needed to Boost Presence of Women
May 25, 2017
The financial services sector should consider quotas for the greater involvement of women thus removing the need for them having to push and shout for attention, according to a group of female advisers. (more…)
Life Insurers Post Profit Downturn
Net profit after tax for the entire life insurance sector fell away by more than $500 million in the year to the end of March 2017, according to data released by the Australian Prudential Regulation Authority (APRA). (more…)
Challenge to Advisers – Reach One in Two Consumers
May 23, 2017
The financial advice sector has been challenged to reconsider its approach towards how it adds value in order to increase its engagement with advised consumers from one-in-five to one-in-two. (more…)
Aligned Advice Groups to Pay More for Non-existent Advice
May 22, 2017
Aligned advice groups will collectively pay up to 15% more compensation to clients who were charged for advice they did not receive, with the total expected level of compensation to reach $205 million dollars. (more…)
Adviser Roles Not Clearly Understood by Policy Holders
May 16, 2017
Financial advisers and life insurers may need to consider working more closely together in managing expectations of policy-holders with new research finding many already expect a joint effort in applying for a policy and when making a claim. (more…)
Demand for Life Books Stays Strong
May 8, 2017
Demand for life insurance books of business has not declined in the lead-up to the start of the Life Insurance Framework, according to financial advice business broker, Radar Results. (more…)
