Changing life insurance policies.
Why it can be a-ok to hold and stay
Should I stay or should I go? In the words of The Clash, it can be difficult deciding whether to stick with what you’ve got – or move on to something new. Different is not always better – but neither, necessarily, is the status quo. And so, we’ve got to let you know… There […]
The people behind the policies.
Gayle’s story.
It can be difficult for people to understand the incredible difference an Income Protection policy can make particularly when life forces an unexpected and often tumultuous change. “I’m too active to get sick” or “I’m too healthy to be off work” is still the default mode of thinking for many. This is why it helps […]
Cheque this out!
More happy winners from our big barrel draw
With this issue comes an opportunity to share the good news of the recent winners in our Big Barrel Draw. We are happy to announce that Anita Brunt was the winner of our recent Big Barrel Draw in Auckland. Anita arrived to pick up the prize with her granddaughter Harley, the pair meeting with our […]
Corporate control.
Is ‘dead peasant’ insurance still a thing?
Did you know that, since the 1980s, many companies in the United States regularly took out life insurance policies on their staff without ever telling the employees about it? Payouts in the millions were collected, all without the policy subject ever knowing… In New Zealand companies can take out insurance policies on key employees, a […]
Shoot for the moon, and if you miss…
How early astronauts overcame a lack of life insurance
Are there ways around being ‘uninsurable’? The answer depends on how famous you are – and how likely you are to die in an incredible spectacle watched by the general masses of our planet. Yes, the brave men who piloted the first NASA mission to the moon had to trust their engineers and ground crew […]
New financial advisor legislation.
What you need to know.
The FSLAA legislation came into effect in 2021, As much of our work focuses on providing our clients with expert advice and clear guidance on financial matters we now work under the standards set out by this legislation. The Financial Services Legislation Amendment Act 2019 (FSLAA) introduced a new regulatory regime for financial advisers in […]
Big occasions and small changes.
3 life events when you might forget to update your insurance.
The Scouts were onto something when they adopted ‘Be Prepared’, as their motto. However, as much as we’d love to live by this pearl of wisdom, life just doesn’t always go to plan. Big changes or big surprises happen and, in the chaos that follows, it’s easy to overlook the little things… like updating […]
Prepare for the best
Your insurance meeting checklist
Thinking of booking a meeting to discuss your insurance plans? Just like anything in life, the more prepared you are, the easier everything will go. It’s not a massive problem if you enter the meeting without the following in place. However it’s certainly a lot easier to avoid frustration or any unnecessary delays if […]
Partners Life in the public eye.
Greater transparency helps all
One of New Zealand’s leading insurance companies made the news in late September with the announcement that it will publishing more information about how it works, what it is doing to improve its service and how it helps our customers. Partners Life is one of our key insurance partners. In September they announced they […]
Prostate cancer awareness.
Jase the Ace leads the way…
Men – is prostate cancer a thingee you don’t talk about? As we come to the end of Blue September it’s worth looking back on the campaign and looking forward to the future (and making plans to ensure this future stays a healthy one). You may have noticed the Jason Gunn campaign ‘Prostate Cancer […]