GoodReturns | NZ’s financial adviser news-item centre

When to use a Golden Life policy and changes that could be made

Funeral plans are no longer a viable product, mainly because they have been deemed unreasonable contracts. One alternative is a Golden Life policy. Jon-Paul Hale explains.

Jon-Paul Hale

Thu, Jun 27th 2024 06:00AM

Unfunded medicines - You don't know it as well as you think

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Time for a new commission model

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Servicing and Commissions

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Digital Docs more stuff...

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Digital document ~~security~~ insecurity

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Digital Signatures and Fraud

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Appalling insurance industry service levels

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If you dive into the weeds, then expect to drown in the swamp, eventually

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Nominated beneficiaries and estate processes

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Smoker or non-smoker? Are you sure?

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Passbacks - How do they work?

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Qualifications and the Provider Messaging

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Attestations, qualifications, and just general tick boxing

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Privacy - Do we really understand it?

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Authority Documents - What’s too far?

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