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Showing 31 - 40 of 105 results for "Wealth Protection"

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... seeing an upswing. For those focused on enhancing their advice knowledge, intergenerational wealth, aged care, wealth protection and transfer, succession planning and self-managed superannuation are proving popular. A recent Financial Standard spot survey ...

Advisers ambivalent on LIF deadline: Poll

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... for remuneration when recommending life insurance solutions to clients. AMP national development manager of wealth protection, Melinda Fox, who spoke at a recent industry event, said many advisers are still reviewing business models, pricing techniques ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... access to the same information as their client's doctor if they are to implement adequate estate planning and wealth protection strategies. "New clients often turn up thinking we're only there to discuss how many zeroes they have in their bank accounts...This ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... access to the same information as their client's doctor if they are to develop effective estate planning and wealth protection strategies. Haskew believes all advisers should be across their clients' physical and mental health as well as recreational ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... integrating fees into risk advice practices on Friday. Speaking at the session is AMP national development manager - wealth protection, Melinda Fox. She says as the Life Insurance Framework (LIF) looms, many advisers are currently reviewing business ...

CommInsure executive joins AMP

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
... policies under the National Mutual Life retail portfolio. AMP chief executive Craig Meller said the earnings in the wealth protection business will be "much less volatile" following the implementation of the new reinsurance program as "we've effectively ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... reduce this year's earnings by $5 million; and slash profits by $30 million in 2018. Meller said earnings in the wealth protection business will be "much less volatile" following the implementation of the new reinsurance program as "we've effectively ...

Zurich revamps life insurance products

KARREN VERGARA  |  TUESDAY, 30 MAY 2017
... permanent disablement (TPD) products, make a SmartValue bundling discount available, and enhance its flagship Wealth Protection suite. For TPD, a new non-occupation based assessment criteria has been introduced, along with a more flexible super optimiser ...

AMP continues goals-based advice focus

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
... America and Asia. Continuing the rapid growth and increasing contribution of China businesses. Managing Australian wealth protection, New Zealand and mature businesses for capital efficiency and value, emerging embedded value as soon as possible. Continuing ...

AMP cops short-term pain

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... in infrastructure and property. Much of AMP's overall losses were attributed to action taken to stabilise its wealth protection division, which saw a one-off capitalised loss of $484 million following a significant deterioration in claims experience ...