November 19, 2019
Life insurer TAL has partnered with Deloitte to deploy a regtech solution which it states is part of its ongoing commitment to ensuring positive consumer outcomes. (more…)
Category | Services
TAL Announces Regtech Solution for Phone-Based Sales Calls
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0 · November 19, 2019 in Company News, Compliance & Regulation, Services, Technology
0 · November 19, 2019 in Company News, Compliance & Regulation, Services, Technology
OnePath Life Premium Projection Initiative
October 29, 2019
OnePath Life has established 10-year premium projections on alteration quotes for OneCare and OneCare Super policies. (more…)
TAL Launches Claims Hub for Customers
October 25, 2019
TAL has announced the launch of its Claims Hub, a digital platform designed to demystify the claims journey for customers and provide enhanced support to as they progress through the claims process. (more…)
MetLife and SuperFriend Pilot Claim Support Program
October 11, 2019
SuperFriend, a workplace mental health specialist, has been working with life insurance partner, MetLife Australia, to pilot a new program designed to provide enhanced support to customers navigating a claim. (more…)
OnePath Product, Services Update
August 9, 2019
Zurich continues to walk the talk of a long-term dual brand strategy as OnePath announces a new premium discount and service enhancements to its market offer. (more…)
Financial Planners Embrace Self-Licensing
August 5, 2019
More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends. (more…)
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2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training
2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training
Xplan to be Simplified For Users
August 1, 2019
Iress has announced it will release the first of several planned updates aimed at making advice software platform Xplan simpler for users and to give them greater access to its functionality. (more…)
AFA Launches Paraplanner Support Network
July 19, 2019
The Association of Financial Advisers has announced the launch of a new community of practice for paraplanners, called Pulse. (more…)
New Adviser Matching Service Initiative
A new online matching service from The Financial Planning Association of Australia aims to help Australians find the certified financial planner best suited to meet their personal money and life needs. (more…)
Advisers Proactive With FASEA Exam Preparation
July 8, 2019
Education provider, Kaplan Professional, believes many licensees and their financial advisers are already on the front foot with their FASEA exam preparation, despite calls from the industry to extend the deadline for FASEA’s Financial Adviser Examination. (more…)
