Category | Services

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Value of Advice Moving From Sale of Insurance

Financial advisers will struggle to demonstrate the value of their advice if they believe it lies in helping people purchase life insurance or delivering claims cheques, a US financial adviser has claimed. (more…)

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6 · February 20, 2018 in Associations, Conferences and Events, General, Products, Services  
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Life Insurance Ranks Low in Royal Commission Priorities

Life insurance and financial advice has rated low among the number of public submissions received by Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry but will still be examined in due course, according to a senior counsel to the Commission. (more…)

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0 · February 13, 2018 in Compliance & Regulation, Products, Services  
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Poll Results – Challenges in Conveying Value of Risk Advice

Our latest poll results suggest consumers often fail to perceive the value of life insurance advice provided to them by their adviser. (more…)

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0 · February 13, 2018 in General, Polls, Services  

AMP Offers Premium Discount to Healthy Customers

AMP will offer a 10 per cent premium discount for five years to life insurance customers who meet specific health criteria. (more…)

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0 · February 13, 2018 in Products, Services  
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Commission Labels ‘General Advice’ as Misleading

The term ‘advice’ should be restricted to the activities of a professional adviser, according to the Productivity Commission, which has labelled ‘general advice’ in the financial services sector as misleading. (more…)

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3 · February 8, 2018 in Compliance & Regulation, General, Services  
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Latest Poll – The Perceived Value of Life Insurance Advice

Our latest poll stems from a contention that there is “…a problem with the perceived value of life insurance advice.” (more…)

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4 · February 6, 2018 in General, Polls, Services  
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Consumers Cautious on Cost of Advice, Premiums

Less than three per cent of consumers would be willing to pay $1,000 or more for life insurance related financial advice, according to research from online insurance provider, NobleOak. (more…)

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6 · January 30, 2018 in General, Products, Services  

Older Advisers Need to Act on Exit Plans

Baby Boomer financial advisers looking to leave the sector may be forced out under unfavourable terms unless they make timely decisions about their immediate future, an industry business consultant has claimed. (more…)

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1 · January 30, 2018 in General, Services  
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TAL Risk Academy Enhancements

TAL has released details of its 2018 Risk Academy schedule, which includes new courses and a new learning portal. (more…)

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0 · January 30, 2018 in Company News, Practice Management, Products, Services, Soft Skills, Training  

Risk Specialist Forms New Venture With Accounting Group

Sydney based risk specialist practice MBS Insurance has formed a joint venture with HLB Mann Judd Sydney which will allow the accounting and financial advice business to offer life insurance services to its clients. (more…)

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0 · January 29, 2018 in Company News, Services