Should you stay, or should you go?
There still seems to be a delay in some advisers getting their transitional licence – insurance adviser Jon-Paul Hale with a follow-up to his article Tied Agency 2.0.
Following on from my blunt comments in my last article about licensing, it seems my idea on the licensing gap was reasonably close, given the lack of hard data to go by.
From that article, it would appear around 7,500 advisers are still to sort licensing, so 1,500-2,500 under my guesstimate.
With around half of those licences being single-adviser businesses, there is the gap I talked...MORE»
Level five isn't the big issue for advisers; It's something elseWednesday, September 2nd, 6:00AM
Insurance adviser Jon-Paul Hale says advisers are getting hung up on level five qualifications, when the real issues they should be focusing on are much bigger. MORE» |
Tied Agency 2.0 – spelt outWednesday, August 5th, 12:01PM
Jon-Paul Hale on why you need to get your transitional licence sorted asap. MORE» |
Some sense with regulation
Recent discussion papers show "sense is prevailing" says Jon-Paul Hale.
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Jon-Paul Hale with his critique of the Partners Life commentary and what to watch when considering replacement business.
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Jon-Paul Hale on licensing, commission structure changes and the benefits of dealer groups.
MORE»The Covid edition
The future is bright for those focused on the right outcomes for clients says Jon-Paul Hale.
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The concluding part of Jon-Paul Hale's IP series; reducing cover levels will increase pressure on the already strained public health system.
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