The most likely short to medium-term future for my risk advice practice lies in:
- Retaining my current personal advice proposition (40%)
- Selling my book of business (28%)
- Not sure (16%)
- Remaining a consultant to my clients while 'outsourcing' the personal advice (7%)
- Moving to a general advice-only model (6%)
- Another scenario (3%)
Start Date: June 15, 2021 @ 3:48 pm
End Date: June 29, 2021 @ 6:20 pm
End Date: June 29, 2021 @ 6:20 pm
Will your advice business be undertaking a client satisfaction survey in the next 12 months?
- No (64%)
- Not sure (22%)
- Yes (14%)
Start Date: June 1, 2021 @ 2:07 pm
End Date: June 15, 2021 @ 4:02 pm
End Date: June 15, 2021 @ 4:02 pm
Do you intend utilising external advice in the next 12 months to assist in further developing your business proposition and the value it delivers?
- No (62%)
- Yes (23%)
- Not sure (15%)
Start Date: May 18, 2021 @ 7:40 pm
End Date: June 15, 2021 @ 4:03 pm
End Date: June 15, 2021 @ 4:03 pm
Would you recommend a product with a 50% replacement ratio if it means more affordable IP premiums?
- No (45%)
- Yes (36%)
- Not sure (19%)
Start Date: April 27, 2021 @ 9:40 am
End Date: May 18, 2021 @ 7:43 pm
End Date: May 18, 2021 @ 7:43 pm
What is the single most critical initiative you would implement to address Australia’s underinsurance dilemma?
- Allow the cost of all life insurance premiums to be made tax deductible (26%)
- Allow the cost of financial advice to be made tax deductible (19%)
- I have another solution (17%)
- Develop and implement financial literacy programs in which every primary and/or secondary school student would have the opportunity to participate (15%)
- Compulsory life insurance for anyone taking out a mortgage (14%)
- Initiate public awareness campaigns to better educate adult consumers about the critical importance and value of life insurance (9%)
Start Date: April 20, 2021 @ 5:55 pm
End Date: May 4, 2021 @ 4:28 pm
End Date: May 4, 2021 @ 4:28 pm