Three new adviser initiatives from Fidelity Life
Fidelity Life is rolling out three major initiatives for advisers, including the return of its Customer Engagement Initiative (CEI) and an expanded format for its flagship Engage event, which will tour five cities in October 2025.
The insurer has also locked in Engage 2026, securing New Zealand’s largest venue - the NZ International Convention Centre, SkyCity Auckland.
Customer Engagement Initiative (CEI) registrations are open until 30 June. The programme, which gathers customer feedback to help advisers boost client satisfaction and retention, will offer CPD points and personalised insights. Top-performing advisers with the highest Net Promoter Scores will earn a place at the 2026 CEI forum, with 45 spots available - up 50% from last year.
CEI 2024 attendees expressed 100% satisfaction, with every participant saying they would sign up for the event again. 90% of advisers said they gained valuable knowledge they could apply to their business, and the event overall received a +95 NPS score.
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