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My wildly unhelpful prediction …

I said to a colleague about two months ago that based on the 2010 change, 90% of advisers will miss the June 2020 deadline. They disagreed – they may well be right – I hope they are.

Thursday, December 12th, 1:16PM

Their view was significantly less than expected would register as FAPs and while missing the deadline, would find a home with a FAP in the 90-day grace period for FA's after that.

However, the first week of licensing isn't filling me with confidence.

First off, for a bunch of people that are supposed to be risk managers, we're demonstrating to the regulators and Government...MORE»

Policy ownership, a simple concept?

Thursday, November 7th, 8:16AM

It seems it's not. And given the time and dialogue, I need to name names on this issue.

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As confusion reigns and opinions are strong, is it all a bit much?

Thursday, October 31st, 8:07AM

There are so many options for advisers under the new regime; licensing, coming under a licence, packing it in, or working for a bank or insurer. Jon-Paul Hale says the answer is quite simple.

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What is the advice risk?

Monday, October 21st, 7:00AM

You could be forgiven for keeping your head down, servicing clients and paying the bills. And frankly, we all need to be doing that.

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To FAP or not to FAP, that is the question

Thursday, October 3rd, 9:10AM

There is plenty of ongoing discussion in the market around this question but should we also be asking – who owns the clients?

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Finally, a breath that suggests it's not all about the advisers and their advice

Tuesday, October 1st, 8:32AM

As an insurance adviser, one of the challenges with the rhetoric that has been thrown around over the last few years, you could be forgiven for thinking we're the new whipping post.

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The willful ignorance of a miopic point of view

Tuesday, September 10th, 12:39PM

Sounds angry and somewhat is. It comes from constantly being told that commission-based sales people, especially life insurance advisers, are bottom-feeding scum of the earth.

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More work needs to be done on policy ownership

Friday, August 30th, 9:17AM

Getting the ownership of life insurance policies right is critical; but one bank has no idea,  Jon-Paul Hale says.

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Insurance Briefs

Southern Cross launches advisory group
Southern Cross Health Society has announced the establishment of a Māori governance advisory group in a first for New Zealand’s health insurance sector.

HealthLink and Konnect NET to merge
Healthcare technology companies HealthLink and Konnect NET are merging.

Fidelity scores top award for third consecutive year
Fidelity Life has been named 2019 Life Insurance Company of the Year by ANZIIF for the third consecutive year.

Suncorp invests in wellbeing
Suncorp New Zealand has now invested a total of $20 million into wellbeing bonds as part of its focus on identifying sustainable investment opportunities that can deliver positive community outcomes.

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