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Kelly Pulham
Recent Activity
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Quotemonster has had a makeover which went live earlier last week after a month of beta testing by a number of advisers. Many changes have been made to maximise the use of space on the website to create a cleaner... Continue reading
Posted yesterday at moneyblog
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Press release from AIA/Sovereign - 6 December 2018. A charity that provides practical support to foster children to assist their transition to new homes has another 150-plus new toys to provide this Christmas, thanks to the generosity of the staff... Continue reading
Posted 2 days ago at moneyblog
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Lifehacker has this infographic titled 'How To Survive Office Christmas Parties As An Introvert' Continue reading
Posted 4 days ago at moneyblog
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Last night the 7th ANZIIF New Zealand Insurance Industry Awards were held at Sky City in Auckland. Congratulations to Fidelity Life who took home the Life Insurance Company of the Year and Accuro Health Insurance who walked away with the... Continue reading
Posted Nov 29, 2018 at moneyblog
According to this article on Goodreturns the FMA has experienced a rush of applications for authorisation from financial advisers in the lead up to the new code of conduct taking effect. Continue reading
Posted Nov 27, 2018 at moneyblog
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Partners Life have announced increases to their medical premiums effective 31 December 2018. Continue reading
Posted Nov 25, 2018 at moneyblog
Fidelity Life have recently made changes to four application forms: Risk application form Short application form Mortgage Protector application form Fidelity Life/nib multiple application form These are now all available on Quotemonster to research subscribers. Continue reading
Posted Nov 18, 2018 at moneyblog
Here you can find the November update from the FMA explaining the busy start they have had to the month. Continue reading
Posted Nov 16, 2018 at moneyblog
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This week is Fraud Awareness Week. This years theme is 'Stop and think. Is this for real?' Click here for more details on how to recognise a scam, what to do about it, and how to get help. Continue reading
Posted Nov 15, 2018 at moneyblog
This article from NZ Herald outlines some of the strangest travel insurance claims Southern Cross have received over the last six months. Continue reading
Posted Nov 14, 2018 at moneyblog
Suncorp NZ have launched a new software allowing 700 virtual desktops to enable more flexibility to employees. Click here to read more. Continue reading
Posted Nov 13, 2018 at moneyblog
Professional IQ are holding a webinar titled 'Non-disclosure: when clients don't have to disclose'. They will look at the limited instances when an insured does not have to disclose information to an insurer. Using case studies from complaints to the... Continue reading
Posted Nov 12, 2018 at moneyblog
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Quotemonster has gone through a major upgrade. You can try out the new site, and all your quotes and research on either site are accessible on both. The new layout may take a little getting used to - but it... Continue reading
Posted Nov 11, 2018 at moneyblog
A recent study in a Lancet journal states that being underweight or overweight could take four years off your life expectancy. This article from BBC has more about the findings of the study as well as a calculator to see... Continue reading
Posted Nov 8, 2018 at moneyblog
As part of our service to the industry we are looking to invite Quotemonster users to discuss our new platform and a number of other topics listed below in the coming weeks. As we are based in Auckland the sessions... Continue reading
Posted Nov 8, 2018 at moneyblog
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Next Monday Partners Life as launching their new quote software (Quote V2) which has a number of improvements and additions to their previous version. It also has an improved user interface making it easier for advisers to input client information... Continue reading
Posted Nov 7, 2018 at moneyblog
Here is the FSC release on the retail banking report issued by the FMA and RBNZ recently. Download FSC Culture and Conduct report an important step Continue reading
Posted Nov 6, 2018 at moneyblog
AIA and Sovereign are behind the Challenge which first started back in 2016. The Healthiest Schools Challenge aims to give school-aged children around the country tasks and tips on how to build and maintain a healthy lifestyle. Some of the... Continue reading
Posted Nov 2, 2018 at moneyblog
The FMA has granted a class exemption to enable companies who offer investments to publish product disclosure statements in both te reo Māori and English. Click here to read more. Continue reading
Posted Oct 31, 2018 at moneyblog
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FMA has released their 2018 Annual Report which can be found at this link. Continue reading
Posted Oct 30, 2018 at moneyblog
Partners Life are investing into new quote software which will be going live on the 12th of November. They will be holing training sessions around the country between the 5th and the 8th of November. Click here to register. Continue reading
Posted Oct 29, 2018 at moneyblog
Since 2016 Fidelity Life have been asking for feedback from claimants and new customers to improve the claims experience and on-boarding process for clients. They have now extended the programme 'Listening Post' to include feedback from policy renewal processes and... Continue reading
Posted Oct 28, 2018 at moneyblog
In case you missed it here is the latest Quotemonster newsletter. Continue reading
Posted Oct 25, 2018 at moneyblog
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AIA have announced rate changes effective 1 November to their Superior Health, Superior 3 Health, Real Health and our Cancer Treatment Benefit products. Here is a summary of the changes: Continue reading
Posted Oct 24, 2018 at moneyblog