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Kelly Pulham
Recent Activity
Professional IQ are hosting a workshop presented by Susan Taylor to discuss a number of recent cases that have been investigated by FSCL and how they were resolved. Click here to register. Continue reading
Posted 3 days ago at moneyblog
Gen Re has released the results for their 2016 United States Individual Disability Market Survey. Seventeen insurance companies, representing $5 billion of in-force premiums took part in the survey, a summary of the results can be viewed here. Continue reading
Posted 4 days ago at moneyblog
Monument Insurance have a few vacancies in the following areas: Rotorua/Taupo Nelson/Marlborough South Canterbury (Timaru/Oamaru) Drop us a line if you would like more information. Continue reading
Posted 4 days ago at moneyblog
In the United States May is Disability Insurance Awareness Month and Steve Woods, Life/Health Senior Account Executive from Gen Re has written this article to discuss bringing this 'often misunderstood and overlooked product' to consumers attention. Continue reading
Posted 7 days ago at moneyblog
OnePath have announced the appointment of their new Head of Adviser Distribution - Insurance, Andrew Boughey. Click here to read more. Continue reading
Posted May 15, 2017 at moneyblog
Media release by Southern Cross: Southern Cross’ new Cancer Assist gives Kiwis money and options Southern Cross launches Cancer Assist to provide extra financial support after a cancer diagnosis Southern Cross Health Society’s new Cancer Assist product add-on is set... Continue reading
Posted May 14, 2017 at moneyblog
Last week we moved Quotemonster over to the cloud to improve the speed of the site as well as make it more secure. There has also been significant improvement to the time it takes to download a report. Although the... Continue reading
Posted May 14, 2017 at moneyblog
Here is a recent media release by HFANZ: More workplace plans see health insurance numbers up An increase in the number of working-age New Zealanders taking out health insurance has contributed to almost 2 percent growth in the sector in... Continue reading
Posted May 13, 2017 at moneyblog
The IFA have four webinars coming up in May and June. The topics include: Advice and solutions for multi owner businesses Medical claims – policy limitations and interpretation Non-disclosure - the problems and possible solutions Buy and Sell Deeds for... Continue reading
Posted May 10, 2017 at moneyblog
OnePath have announced that Brendon Neal, Head of Adviser Distribution and Auckland Regional Sales Manager Scott Rasmussen are leaving OnePath Life. Christine Laverty will be stepping in as Acting Head of Distribution while they go through the interview process to... Continue reading
Posted May 10, 2017 at moneyblog
Press release from the FSC: Financial Services Council Appoints New Staff The Financial Services Council (FSC) NZ has announced two new appointments today designed to strengthen the core team and deliver on the FSC’s vision of being the voice of... Continue reading
Posted May 8, 2017 at moneyblog
In spite of 20,000 new people taking out health insurance in the past year (the biggest increase for many years), only 30 per cent of New Zealanders (1.36 million) have health cover - low by international standards and almost half... Continue reading
Posted May 6, 2017 at moneyblog
The Commission for Financial Capability has partnered with the Insurance Council to execute an educational programme targeting Māori and Pacific Island communities teaching them the importance of insurance. These groups are extremely underinsured and Peter Cordtz, employee of the Commission... Continue reading
Posted May 5, 2017 at moneyblog
Quotemonster will be undergoing site maintenance on Friday evening and Saturday morning which means the site will not be available at all during this period. If you are seeing clients on the weekend you will need to get quotes done... Continue reading
Posted May 4, 2017 at moneyblog
Canstar Blue Survey of Health Insurance. The survey found 45% of Baby Boomers had restricted their health insurance cover because it was too expensive to have a full policy. “There is no doubt that baby boomers are feeling the pinch... Continue reading
Posted May 3, 2017 at moneyblog
Fidelity Life are holding a professional development event in Auckland on Friday the 19th of May. Here is their seminar synopsis: The increasing cost of insurance is a concern to many clients, advisers and insurance companies. With claims costs increasing... Continue reading
Posted May 2, 2017 at moneyblog
Kepa have announced their annual conference will be held in Taupo on the 2nd and 3rd of November. Guest speakers will include Sam Richter, Jamie Fitzgerald and Mike Allsop. More details will be released soon. Continue reading
Posted May 1, 2017 at moneyblog
Tim Plant has been appointed to the board of ANZIIF. Plant was formerly the chief executive of QBE's operations for Australia and NZ. Read more here. Continue reading
Posted Apr 26, 2017 at moneyblog
Australian adviser, Ben Day says “I’ve spoken to mental health professionals who have said the last thing the vast majority of clients want is long periods off work.” Day goes on to say while some insurers are considerate and will... Continue reading
Posted Apr 26, 2017 at moneyblog
According to the recent Financial Stability Review conducted by the Reserve Bank of Australia there are increasing challenges within the life insurance industry. But despite that they have stress tested insurers' capital and found it adequate for a substantial recession.... Continue reading
Posted Apr 25, 2017 at moneyblog
The number of people living to 100 in on the increase. This article discusses the likeliness of increased life span and the implications life insurers may face because of it. Continue reading
Posted Apr 17, 2017 at moneyblog
This slideshow on Finanical-planning.com shows 10 lessons clients can be taught about investing that are likely to work for the rest of the century according to Allan S. Roth. Continue reading
Posted Apr 16, 2017 at moneyblog
Gen Re conducted a study from 136 life and health insurers in 23 countries to find out how big "big data" is in the industry. "Regardless of obstacles to overcome, it is apparent that insurance companies are seriously looking at... Continue reading
Posted Apr 15, 2017 at moneyblog
OnePath has released the following: We understand that for some of our clients the recent floods in the North Island have caused much distress and uncertainty. We are committed to supporting clients in any way we can and will be... Continue reading
Posted Apr 14, 2017 at moneyblog