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Category | General

AIA Names Advice Firm as Healthiest Employer

A Sydney financial advice business has been named as one of Australia’s healthiest workplaces as part of annual survey conducted by AIA Australia. (more…)

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0 · December 4, 2018 in General, Services  

SMEs Under-Insured But Open to Advice

Small to medium enterprises (SME) were more engaged with life insurance than consumers but still remained under-insured, according to a new report released by MetLife Australia. (more…)

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0 · November 1, 2018 in General, Products, Services  

Satisfaction With Life Insurance Falls Again

Consumer satisfaction with life insurance has declined marginally in the past 12 months but has fallen below that of any other major household or personal insurance, according to data released by Roy Morgan Research. (more…)

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1 · October 30, 2018 in General, Products  

News in Brief

Risk Adviser Facebook Group Launched Health and Wellness Programs Awarded OnePath Fires BBQs For Mental Health Synchron Launches Second App For Advisers (more…)

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0 · October 23, 2018 in General  
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Advice Clients Unconcerned About Royal Commission Findings

Consumers are unlikely to stop seeking advice in the wake of findings from the Financial Services Royal Commission if they already have a trusted relationship with an adviser, according to new research released by MetLife Australia. (more…)

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3 · October 19, 2018 in General, Services, Soft Skills  

Medical Definitions Influence Advisers’ Choice of Insurer

The early results of our latest poll suggests advisers are more likely to consider recommending products from an insurer which updates its medical definitions on a more frequent basis. (more…)

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1 · September 25, 2018 in Compliance & Regulation, General, Polls  

Don Connelly to Speak at MDRT, AFA Events

Renowned speaker, motivator and mentor to financial advisers, Don Connelly, will be sharing the wealth of his wisdom at a series of events across Australia in October. (more…)

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0 · September 25, 2018 in Conferences and Events, General  

Cost of Care Reveals Need for Insurance

Zurich has released the first set of data that quantifies the cost of care related to an extensive range of health conditions and has created an interactive client hub for use by advisers when having conversations with clients about the need for life insurance. (more…)

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1 · September 21, 2018 in General, Products, Services, Technology  

Do Medical Definitions Impact Your Choice of Insurer?

Our latest poll is seeking your views as to whether  you are more likely to consider recommending products from an insurer which updates its medical definitions on a more frequent basis? (more…)

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1 · September 18, 2018 in Compliance & Regulation, General, Polls  

Ross Vanderwolf Takes MDRT Reins

Queensland adviser, Ross Vanderwolf, has commenced his one-year term as the global President of the Million Dollar Round Table organisation. (more…)

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0 · September 13, 2018 in Associations, General