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Showing 21 - 30 of 51 results for "Retail Advice"

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
Since changing its retail advice support model, MLC Life Insurance has recorded a 25% improvement in lapse rates in the year to May 2018. MLC Life introduced business engagement managers (BEM) a year ago to provide advisers with the resources to engage ...

Westpac obscured bad adviser reference check

KARREN VERGARA  |  FRIDAY, 20 APR 2018
... execution-only pieces of advice and get that processed, which raised significant alarm bells." "You know, we are a retail advice business based off personal advice. We're not a stockbroking business. This was the way that Mr Smith was acting, and it ...

MLC Life enhances benefits, boosts savings

JAMIE WILLIAMSON  |  MONDAY, 23 OCT 2017
A greater number of MLC Life Insurance retail advice clients can now access multi-cover discounts. By extending its eligibility criteria for such savings, MLC Insurance and MLC Insurance (Super) customers are being rewarded for making an important financial ...

FSC awards life insurance standouts

JAMIE WILLIAMSON  |  THURSDAY, 30 MAR 2017
... Innovation Award went to AIA 'Vitality', while AMP's 'MyLife' was highly commended. MLC's general manager sales, retail advice, Russell Hannah was presented with the Industry Mentor Award. FSC chief executive Sally Loane recognised the life insurance ...

CommInsure update champions progress

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... update to the industry CommInsure is assuring good progress has been made on the independent reviews of declined retail advice and group life insurance claims. Citing concerns raised by media coverage in early 2016, the Commonwealth Bank highlighted ...

Federal Court approves Zurich's Macquarie acquisition

ALEX BURKE  |  MONDAY, 26 SEP 2016
... coming together of two businesses which share a track record of customer service excellence and a commitment to the retail advice sector", he said. "The opportunity to add to our product set - particularly the innovative Active and Sumo offerings- is ...

CommInsure appoints life head from Macquarie

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
... CommInsure Life's focus on innovation and thought leadership. We have a clear direction to revitalise our presence in the Retail Advice market while building on our strength and recent growth in Direct and Group Insurance," Harrison said. "Sally's experience ...

Franklin Templeton appoints CFS BDM

ALEX BURKE  |  FRIDAY, 29 MAY 2015
Franklin Templeton has appointed a key account manager to its retail advice distribution team. David Fearnley, who will be based in Franklin Templeton's Melbourne office, was most recently a business development manager at Colonial First State. He has ...

CommInsure offers alternative to group insurance

JAMES FERNYHOUGH  |  FRIDAY, 19 SEP 2014
... authority which enables CommInsure to collect future premiums on behalf of the consumer." CommInsure general manager retail advice Tim Browne said: "When paid with super money, Total Care Plan Super is a tax efficient insurance cover option which also ...

Movers and shakers

... appointed Asteron Life's executive manager of risk assessment to head the Commonwealth Bank's insurance business retail advice underwriting team. John Kraszula will join the CommInsure retail advice leadership team on August 25, a Commonwealth Bank spokesperson ...