Tag Archives | feature

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The Uncertain Future for Specialist Risk Advisers

Our latest poll seeks your view on whether a risk-focussed advice business will remain viable following the implementation of the Life Insurance Framework remuneration reforms. (more…)

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6 · June 20, 2017 in Compliance & Regulation, Remuneration  
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Vertically Integrated Insurers Overlooking Policy Holders

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…)

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0 · June 20, 2017 in General, Products  
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Three-Step Process to Charging Fees for Risk Advice

Risk specialist adviser and consultant, Chris Unwin, has put forward a strategy that he says can form the basis for a business model under which risk-focussed advisers can charge fees for their advice solutions. (more…)

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10 · June 19, 2017 in Remuneration  
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APL Fees Paid by Insurers are ‘Modest’

Life insurers are paying up to $200 per adviser per annum to provide education and training on products on a licensee’s approved product list (APL), with this figure being described as ‘modest’ by Zurich Financial Services. (more…)

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1 · June 16, 2017 in Dealer Groups, Products  
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Top Tips on How to Segment Your Database and Keep the Clients You Want

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…

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· June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing  
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Seek Referrals From Clients Who ‘Love You’

Advisers should be specific about what type of new clients they are seeking when asking existing clients for referrals and should focus on those who have already provided a referral, according to the head of a Melbourne boutique advice business…

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· June 14, 2017 in Associations, Conferences and Events, Practice Marketing  
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AIA Realigns Senior Staffers for Health Insurance Push

AIA Australia has appointed its current Chief Finance and Strategy Officer, Harry Efthimiou to a new role of Chief Health Insurance Officer. (more…)

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0 · June 13, 2017 in Appointments, Company News  
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Advisers to Receive Fees for myOwn Health Insurance Referrals

AIA Australia has revealed further details of its private health insurance product roll-out including a 20 percent referral fee for advisers whose clients go on to purchase the product . (more…)

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0 · June 8, 2017 in Company News, Products, Remuneration  
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Annual Life Insurance Claims Pass $9 Billion for First Time

The life insurance sector has continued to reach record levels of claims being paid with new data revealing claims payments during 2016 passed the $9 billion mark for the first time. (more…)

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7 · June 6, 2017 in Claims, Products  
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Insurance Comparison Websites Offering Inadequate Advice

Life insurance price comparison websites (PCWs) are providing inadequate information to consumers and often promote price over features, according to research and consultancy group Rice Warner. (more…)

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4 · June 6, 2017 in Products, Services