Article tagged with 'insurance'
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Lindsay sells Strategy Reserach to Trail after cancer experience
26 Mar 2024 - Graeme Lindsay has decided to sell his insurance industry research business Strategy Research to Chuck Slogrove and the team at Trail Ltd from April 1 with Davies Financial and Actuarial engaged to do “the complex technical stuff.”
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Tax deducibility for health insurance premiums?
25 Mar 2024 - Financial adviser Kevin Smee has suggested it's time to rethink health insurance, including making premium tax deductible again to help take the pressure off the public system.
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Insurance advisers must know their products
07 Mar 2024 - A Dispute Resolution Scheme has highlighted the importance of product knowledge for advisers. In a complaint against an insurance adviser, FSCL has suggested that “… a key insight for insurance advisers is to ensure you are familiar with the policies you are recommending, so you can identify exclusions that might be relevant to your client.”