GoodReturns | NZ’s financial adviser news-item centre

Policy Servicing: What to do now and how is Covid changing things

We well know that calling the provider, it doesn't matter who or what discipline, the chance of getting a 100% accurate answer is unlikely.

Jon-Paul Hale

Tue, Aug 24th 2021 12:45PM

Income protection: Why taxable losses are not the right advice

The FSPR is moving in directions we haven’t discussed

Complaints and the problem with professional indemnity insurance

Educating the educated - Code Standards 6, 7, 8 and 9

Keeping up - but not with the Kardashians

Slow to adapt and fixed in our ways - the problems with life cover

It's time to get serious about advice

If in doubt - disclose

Have you been thinking enough about qualifications?

Things we really haven't been thinking about too much

Client servicing is a big issue under the new rules

Getting cross over Cancer cover

Guaranteed medical cover policy wordings

Pros and cons with life policy structures

'Bullying' banking conduct

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