Education is one area we need to spend more time on than we have previously budgeted and considered, although we all knew it was coming.

I think there's an awful lot of "we do it this way because we have always done it this way" going on in the life insurance industry right now.

I was challenged the other day when I was told, "you have to stop thinking about financial planning as being something unrelated to life insurance advice".

How's that strange new world looking, different or much the same?

Welcome to the New World, the most significant piece of financial legislation enacted in New Zealand, and it's an amendment Act.

Jon-Paul Hale reckons the way advisers "service" clients under the obligations of the new financial advice regime is going to be challenging.

Jon-Paul Hale's recent column on Southern Cross Cancer Cover Plus got the company, well, cross. Here's the latest.

Jon-Paul Hale questions whether an adviser, under the new regime, will still be responsible for the advice given after selling a book of clients to another adviser/FAP.

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.

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

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

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

Sorry team, I think I introduced it. Driving good customer outcomes has been a piece of language I have been using for a good 3-4 years when no one else was.

Jon-Paul Hale's third of four articles on income protection; recent critique of the length and motivation for IP claims and how public health and IP don't collide well.

In the second part of his series on income protection sustainability, Jon-Paul Hale says there is a cultural side to claims which is overlooked in research.