GoodReturns | NZ’s financial adviser news-item centre

The bittersweet experience of discovering a claim

During a road-show last year I had several advisers report to me claims they had discovered through their work with a client. If you are a struggling new adviser, hungry for a sale, a discovered claim can be a bittersweet moment. But the experience has real value and keeps on paying dividends.

Russell Hutchinson

Mon, Jan 28th 2013 06:00AM

In the absence of openness, assume the worst

3 min read

Charging fees in risk advice

3 min read

When does a life policy really expire?

2 min read

Insurance is increasingly important to older clients

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Peer Review: A powerful tool for building better risk recommendations

2 min read