Are your clients happy?
I would postulate that many of your current clients are not happy. But that isn't necessarily due to your actions or inactions.
It is more fundamental with insurance clients; they see insurance as a grudge purchase or a necessary purchase. They would instead buy a boat or new car than pay insurance premiums.
People don't jump out of bed on a Tuesday morning and go, "I need to buy life insurance today!" Well, not without some motivator like a friend or loved one with a medical condition that concerns...MORE»
Should we have simpler products?Monday, May 2nd, 9:27AM
Part of the discussion with consumer groups, FMA, Providers, Government; Are our products too complex? MORE» |
Overcomplicating AdviceMonday, March 14th, 12:32PM
There has been a lot of debate with various advice approaches over the years. Russell Hutchison has written a good article on practices recently here https://www.goodreturns.co.nz/article/976519597/advisers-key-to-closing-the-protection-gap.html. MORE» |
Has Consumer got it right on insurance and advisers?
Consumer has released its latest insurance provider satisfaction survey. Adviser Jon-Paul Hale reckons it has lots of speculation and opinion but little real substance.
MORE»Did your client understand your advice?
Jon-Paul Hale says complying with Code Standard 4 is going to be a problem for advisers. Here's why.
MORE»Vax chat hits a raw nerve - advisers can do better
It seems a recent article on Covid-19 and underwriting the unvaccinated hit a raw nerve with some readers, and the responses across the Good Returns site raised an eyebrow or two.
MORE»Covid puts pressure on premiums
Where is this Covid thing going to take us with health and life insurance?
MORE»Full licencing - what does it look like?
Now the dust from March is settling and advisers have got their heads around most of what is required, it's time to start pushing forward with getting full licensing done.
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