GoodReturns | NZ’s financial adviser news-item centre

Qualifications and the Provider Messaging

As I said in my earlier article, I merrily uploaded my Aussie quals to every mandatory question in the AIA qualifications module.

Jon-Paul Hale

Mon, Oct 23rd 2023 06:05AM

Attestations, qualifications, and just general tick boxing

Privacy - Do we really understand it?

Authority Documents - What’s too far?

Let's talk about trust

Providers need to do the right thing when nobody is watching

Burning down the house

We may be trusted advisers to our clients, but insurers don't trust us

Review of Loadings and Exclusions

New law - new rules

The single biggest challenge with existing policies

New Regime, New Thinking

Where in the Code is this?

Things advisers should be doing at claim time

When really does a life insurance policy start?

Specificity and Policy Wordings

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