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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.

Tuesday, September 8th, 6:00AM

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 else

Wednesday, 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.

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Tied Agency 2.0 – spelt out

Wednesday, August 5th, 12:01PM

Jon-Paul Hale on why you need to get your transitional licence sorted asap. 

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Previous News

Some sense with regulation

Monday, July 27th, 2:11PM

Recent discussion papers show "sense is prevailing" says Jon-Paul Hale. 

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Partners Life market changes

Thursday, July 16th, 9:47AM

Jon-Paul Hale with his critique of the Partners Life commentary and what to watch when considering replacement business.

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To FAP or not to FAP, the update

Tuesday, June 30th, 12:09PM

Jon-Paul Hale on licensing, commission structure changes and the benefits of dealer groups. 

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The Covid edition

Friday, May 29th, 10:36AM

The future is bright for those focused on the right outcomes for clients says Jon-Paul Hale.

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Putting the case for income protection

Tuesday, February 25th, 6:00AM

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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Insurance Briefs

AIA reveals grant winners
AIA has revealed the financial advisers and advice businesses that will be given financial backing for their community initiatives.

Insurer nib backs Ronald McDonald House with $20k investment
Health insurer nib New Zealand and its nib foundation have lent support to Ronald McDonald House Charities.

Less stressed during lockdown
New Zealander’s health and wellbeing had surprising benefits from the Covid-19 lockdown.

Southern Cross supports new safe haven for at-risk pets
Southern Cross Pet Insurance has teamed up with Pet Refuge to provide temporary shelter for animals affected by family violence.

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