About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Wednesday, June 26th, 6:07PM
rss
Latest Headlines

Fidelity Life launches adviser support programme

Fidelity Life says its new adviser programme will help smooth the way to the new licensing regime.

Tuesday, March 26th 2019, 4:43PM

Adrian Riminton

The programme is designed to help them offer great customer outcomes and to support their businesses long-term.

Building Better Business involves a Fidelity team working with advisers to identify governance, sales and operational opportunities in adviser businesses.

Advisers complete a questionnaire, receive an action plan from Fidelity Life, complete training modules and work with a business manager on an ongoing basis.

The programme is led by head of professional development Trecia Brown and professional development manager Leigh Austin.

It will be delivered by business managers Peter Warfield and Mike Whitehead in Auckland, Andrea Reid in Waikato/Bay of Plenty, Jenn Quinn in Wellington, Taranaki, Manawatu and Hawke's Bay, Gary Binnie in Canterbury and the upper South Island and David Telfer in Otago/Southland.

Fidelity Life said Building Better Businesses would help to smooth advisers' transition to the new financial advice regime "and, more importantly, set you up for a sustainable and successful future, with the customer at the centre of everything you do."

 

Tags: Fidelity Life FSLAB

« The Big Read: FMA goes after adviser for alleged non-disclosureNZ market not big enough for Shariah insurance »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Insurance Briefs

Fidelity Life team up for award
Fidelity Life chief technology Officer Dan Wilkinson and his team have been named as a finalist in the Best ICT Team Culture category at the 2019 New Zealand CIO Awards.

Cigna to support kids' mental health
Cigna New Zealand and Life Education have partnered to develop Small Changes Whānau Challenge, a new take-home resource that will support classroom learning about kids’ mental health and wellbeing.

AIA and Sovereign close online product
Sovereign's guaranteed acceptance insurance product Simple Life is being closed to new business.  

Cigna expands into South Island
Cigna has officially opened its new office in Christchurch, the organisation’s first move into the South Island.

News Bites
Latest Comments
Subscribe Now

Cover Notes - Specific news aimed at risk advisers

Previous News
Most Commented On
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com