Do you support the proposition that life insurance companies should be permitted to deliver limited advice directly to policy holders?
- No (63%)
- Yes (30%)
- Still not sure (7%)
Start Date: November 19, 2024 @ 12:26 pm
End Date: December 3, 2024 @ 2:55 pm
End Date: December 3, 2024 @ 2:55 pm
My advice practice is open to the possibility of outsourcing our clients’ life insurance claims processes to an external specialist firm.
- Disagree (56%)
- Agree (33%)
- Not sure (11%)
Start Date: October 15, 2024 @ 8:26 am
End Date: November 19, 2024 @ 12:28 pm
End Date: November 19, 2024 @ 12:28 pm
The ATO’s recent determination on the tax deductibility of advice fees will have a positive impact on our ability to attract new clients to our advice business.
- Agree (45%)
- Not sure yet (31%)
- Disagree (24%)
Start Date: October 1, 2024 @ 3:38 pm
End Date: October 15, 2024 @ 8:28 am
End Date: October 15, 2024 @ 8:28 am
Do you support a ban on the use of predictive genetic test results in life insurance underwriting?
- Yes (56%)
- No (36%)
- Not sure (8%)
Start Date: September 17, 2024 @ 3:18 pm
End Date: October 1, 2024 @ 3:39 pm
End Date: October 1, 2024 @ 3:39 pm
Many practices are ‘under-weight’ in the level of business succession planning advice they should be delivering.
- Agree (94%)
- Not sure (4%)
- Disagree (2%)
Start Date: August 27, 2024 @ 3:38 pm
End Date: September 17, 2024 @ 3:19 pm
End Date: September 17, 2024 @ 3:19 pm