GoodReturns | NZ’s financial adviser news-item centre

Needs analysis focus: what data do you need?

Whatever methods you use for modelling for insurance requirements, one important raw material is good data. A lot of attention is paid to the data that must be collected from the client for the needs analysis.

Russell Hutchinson

Mon, Aug 15th 2022 09:20AM

Covid predictions – how did we do?

2 min read

Wellbeing programmes aren’t just good for your health

2 min read

Two futures for income protection cover

2 min read

Mortgage cover in the ascendant

2 min read

How health insurance is bought these days

2 min read

If you are frustrated with how long it takes to make an SOA, you are in good company

2 min read

The new-client conveyor-belt is broken

3 min read

How do adviser businesses grow?

2 min read

What are the chances of meeting someone who needs help with their insurance?

2 min read

How big are financial advice businesses?

2 min read

“Finfluencers” and the law – which could include your social media posts

4 min read

Govt's proposed income insurance scheme may hurt insurers

2 min read

Recent M&A activity, what is driving it and what it means

2 min read

Can you do digital insurance advice with a tiny IT budget?

2 min read

There has been a revolution in cancer treatment, its ongoing, and its great news.

3 min read

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