Quotemonster introductory training session!

We invite you to join our next training session with Kelly, our National Partnerships Lead, which takes place on Thursday, 28 April 2022 10:00 am-11:00 am

In this introductory session, we will go over the basics of using the website including: 

  • How to directly compare two insurers for replacement business (Head-to-Head) 
  • How to download our detailed comparison and client friendly benefit overview or heat map report
  • How to add banks and non-adviser companies to your Research comparison 
  • How to find older policy documents

...and you’ll get a look at our new website.

All Industry members are welcome to join this session so please register your interest by emailing us on info@quotemonster.co.nz

Please feel free to contact us if you're also interested in a 14-day Research trial!

Happy Crunching!

 


Financial Advice announce 2022 conference

Financial Advice New Zeeland has launched Ignite, the 2022 conference. The conference will be a two day event held on 6-7 September at Te Pae Christchurch.

Speakers include:

Keynote Speakers

  • Chris Riddell, Futurist. Optimist.
  • Craig Hudson, Managing Director Xero Aotearoa
  • Kamal Sarma, Expert on human connection

Lightning Speakers

  • Samantha Barrass, Chief Executive FMA
  • Victoria Devine, Multi award-winning financial adviser and founder and host of ‘She’s on the Money’ podcast
  • Tony Laker, Laker House of Travel
  • Sir Ian Taylor, one of New Zealand’s foremost technology innovators

Other speakers

  • Jonathan Pain, Global Economics Expert

Tools for your Business workshop speakers

  • Matt Church, Founder of Thought Leaders and The Leadership Landscape
  • Adrian Pickstock, Director Quad Coaching
  • Ekant Veer, Professor of Marketing, University of Canterbury
  • Shefali Pawar, Senior Research Officer, Te Ngira: Institute for Population Research
  • Gilbert Enoka, All Blacks Manager and Mental Skills Coach

Masterclass

  • Michael Kitces

Click here to register

“We are so excited to launch our much anticipated 2022 conference - IGNITE. An action packed two-day financial services sector event that will ignite what drives you and challenge you to take risks, explore new opportunities, step outside the box and do things differently.

Connect in person

After all of the lockdowns and restrictions, we are so excited to be able to get together again. There are plenty of networking opportunities for both attendees and sponsors, all under the one roof, at the new and vibrant Te Pae Convention Centre in Christchurch.

A programme tailored for your business

The past two years have taught us that there is no more 'business as usual' - we are living in unprecedented times. And with change and disruption, comes new opportunities and transformation. Our programme has been designed to get you and your business ready and energised to meet the challenges of today, thrive in this new 'normal' and feeling excited about the future.

High profile speakers

Our speaker line-up from New Zealand and Australia bring a wealth of experience, knowledge and energy to their keynotes and workshops, covering everything from the big picture stuff - global trends, reinvented business, and leadership in the new world, to tailored content - building a business beyond trust, maximising your brand, mental resilience - and much more!”


Our YouTube channel is now live!

Our YouTube channel is now live and contains the entire series of Advicemonster training sessions. 

Click the button below to check it out and don’t forget to share the love by subscribing, sharing and liking our content as we will be adding more videos once our new website is live. 

Sub

If you have a specific video you’d like us to record or any general feedback please feel free to email us on info@quotemonster.co.nz 


Fidelity Life announce podcast series, and more daily news

Fidelity Life have announced the launch of a new podcast series that will help advisers grow their businesses. There will be 17 podcasts covering record keeping, continuing professional development, cyber risks and referrals.  The podcasts will be available for advisers on Adviser Hub.

“A new podcast series designed to help advisers build high performing businesses and drive great customer outcomes has been launched by Fidelity Life.

The podcasts feature content from Fidelity Life’s Building Better Businesses programme and cover topics including record keeping, continuing professional development, cyber risks and referrals. 

Fidelity Life’s Head of Solutions and Services Trecia Brown says the podcasts give time-poor advisers an easy way to consume relevant and useful content.

“There’s never been a busier time for advisers, whether they’re helping customers, working towards full licencing or managing their businesses around COVID-19 – it’s all go!

“Our new podcast series brings great content to advisers in a convenient, snackable format, and is another way we’re delivering growth and performance solutions to our valued business partners.”

The series comprises 17 3-5 minute podcasts and is available for Fidelity Life advisers on Adviser Hub.

To celebrate the launch of the series, the record keeping podcast has been made freely available to all advisers, including those without a Fidelity Life agreement.

Trecia says the record keeping podcast is recommended listening for all advisers: “The podcast provides key pointers for creating and maintaining records, which is a standard condition for licensing.”

Click here to listen to Fidelity Life’s record keeping podcast.

Fidelity Life’s Solutions and Services team connects advisers with the best possible tools in the areas of business consultancy, digital solutions and professional development.”

In other news

World Sleep Day will be on 18 March

World Oral Health Day will be on 20 March

[Obituary] Insurance industry trailblazer Chris Coon dies

RBNZ: RBNZ plans to life company on-site inspections

FMA describe a licensing journey

 


Important notice about our Youtube Channel

Dear Quotemonster users, 

We apologise to those of you that have been trying to access our Youtube videos, only to receive a notification that "our channel no longer exists." 

Due to a technical issue, our page has been cancelled but don't worry as we are in the process of creating, and re-uploading all our training videos. 

If you would like us to individually email you any videos, until our new channel has been made live, please feel free to email us on info@quotemonster.co.nz

Happy crunching! 


Quality Product Research - Upcoming demonstrations

While lockdown is a challenging time for everyone, it may be the perfect time to attend one of our upcoming training sessions. 

We have scheduled the following zoom demonstrations with Quotemonsters' General Manager Treena Jordan: 

Introduction to Quotemonster (basic) 

  • Thursday, 2 September 2021 11.00 AM – 12.00 PM
  • Thursday, 16 September 2021 11.00 AM – 12.00 PM
  • Thursday, 21 October 2021 11.00 AM – 12.00 PM

Quotemonster Deep Dive (recommended for experienced users only) 

  • Thursday, 9 September 2021 11.00 AM – 12.00 PM
  • Thursday, 7 October 2021 11:00 AM-12:00 PM
  • Thursday, 28 October 11.00 AM – 12.00 PM

Advicemonster Demonstration (Statement of Advice service) 

  • Thursday, 30 September 11.00 AM – 12.00 PM
  • Thursday, 14 October 11.00 AM – 12.00 PM

Please email us at info@quotemonster.co.nz with the session you wish to attend


Partners Life new product training and more daily news

Partners Life set up knowledge assessment modules for new products and enhancements. Last month Partners Life announced two new products, Moderate Trauma Cover and Income and Expenses Cover, as well as a number of enhancements to other existing products. They have announced details for training sessions: 

"Three short knowledge assessment modules are now available to be completed by close of business 17 September 2021, on your Partners Life Academy portal.

Completing these modules is important to demonstrate your competence, as per your compliance requirements, and it will strengthen your ability to have fully informed conversations with your clients about the new products and enhancements."

You can find details of the sessions at the following link. Quotemonster will be updated to reflect the changes to existing products on 27 August. 

 

Other daily news: 

  • AMP continues to refocus on funds management and advice - link 
  • FSC releases latest Get In Shape update and an adviser survey - we know that the FSC would be very grateful if you can complete the adviser survey - Link 
  • nib financial results to 30 June 2021 released. Media release here: nib New Zealand delivers improved result and enhanced member experience - link
  • Prospa full-year results released. The advice business has continued to grow well. Contact us for a copy of the release. 

Quality Product Research - Quotemonster Demonstration

We have scheduled a Quotemonster Demonstration with Kelly on Monday, 21 June 2021 11:00 AM-12:00 PM

In this introductory session, we will go over the basics of using the website including: 

  • How to directly compare two insurers for replacement business (Head to Head) 
  • How to add banks and non-adviser companies to your Research comparison 
  • How to find older policy documents 

...and much more!

All Industry members are welcome to join this session. 

Furthermore, here’s a short promo video we recently created highlighting the reasons why all advisers should be using Quotemonster https://drive.google.com/file/d/1YLIgXIpTOqNie0UYZuv1vRKlRjCM6G_F/view

Please register your interest by emailing info@quotemonster.co.nz 

Happy Crunching! 

Qm


Asteron Life: Webinars

Asteron Life are hosting a number of webinars this week, below is a list of the topics:

AsteronConnect
Watch a demonstration of how to use AsteronConnect. From how to quote, understanding the application process, the underwriting rules engine and how to submit business through to Asteron Life via the e-app.

Trauma
Learn how Asteron Life’s many Optional Trauma Benefits can work together to offer the perfect Trauma solution as well as affordability levers to help your clients keep their cover for longer. This session will get you thinking outside the box.

Why Asteron Life
You will gain an understanding of the Asteron philosophy of being a sustainable business. This is a high level overview of our points of difference, how you can leverage discounts and create a package for your clients that addresses short and long term needs as well as client affordability.

Adviser Portal (BEN) Campaign Tips
This session will cover an overview of our Business Enquiry Network (BEN) and how you can use its tools to connect you with your clients during and after Covid-19, including how to run campaign reporting.

Disability Income in Covid-19
Asteron Life has six Disability Income contracts, each designed to meet different needs of clients. This session will help you determine which DI cover is more suitable for your client’s individual circumstance, especially in a Covid-19 environment.  

Personal Insurance Overview 
You’ll gain a high level overview of all of our lump sum benefits and their points of difference in the market.

NEW - Claims
NOTE: These sessions will be offered in the week of 27 April.
James Thomson from Claims will lead you through our Claims philosophy, the impact of Covid-19, valuable claims statistics and help answer some of your FAQs.

Each webinar session will run for 60 minutes, which includes 45-50 minutes of content and 10-15 minutes for questions. 

Click here to register.


Managing adviser business during COVID-19

Clifton Warren from Professional IQ College ran an webinar titled “Coronavirus: How to Grow During Restrictions”. Over 60 insurance and financial services professionals from across Australia, New Zealand, South Africa and USA were in attendance.

Some of the topics discussed in the webinar include:

  • managing existing clients
  • managing prospects
  • managing producers and teams remotely during a crisis

Click here to watch the free webinar