Financial advisers risk losing clients if they fail to demonstrate long term value of advice

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Life insurance provider MetLife Australia has released a new report revealing a disconnect between perceptions of cost and value when it comes to insurance and financial advice. Now in its second year, the MetLife Adviser-Client Relationship Report 2019 is the largest quantitative study of its kind and includes insights from consumers and Small to Medium Enterprises (SMEs) […]

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Award winning MetLife makes key retail appointments

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Almost a year after launching the Retail business and days after winning  New Product of the Year at the Insurance Asia Awards 2019, MetLife Australia announces two key appointments to the Retail team. John Ashton has been appointed Head of Retail Product, managing product strategy and strengthening the team’s senior experience. John has more than […]

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MetLife and AFA grant call for women financial advisers

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MetLife Australia and the Association of Financial Advisers (AFA) yesterday launched MetLife Progress: Professional Development Grant for Women. MetLife Progress has been created to advocate for greater diversity in the industry by helping women in financial advice achieve their career goals. The inaugural 2019 grant round will offer up to 15 professional development packages, which […]

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Millennials financially confident but inadequately insured, says MetLife

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The majority of millennials (92%) feel confident about their future financial situation but may be unprepared for the possibility of unemployment due to injury or illness. New research from MetLife reveals that six in ten (63%) millennials without an adviser and five in ten (54%) advised millennials could only maintain their current lifestyle for a […]

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Adviser soft skills need to remain a priority: MetLife  

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As the financial advice industry puts the spotlight on adviser education and technical competency with the release of the FASEA revised standards, soft skills remain a priority for clients, according to research from MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined attitudes to purchasing life insurance through a financial adviser, surveying consumers and small to medium […]

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Insurer grows team, as MetLife Protect gains momentum

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MetLife Australia has announced four new appointments to the retail sales team, as the recently launched MetLife Protect retail product gains momentum in the adviser market. MetLife has made key hires across the country bringing the sales team to 10, recruiting: Marcus Chan, Sales Manager New South Wales Aaron Nugent, Sales Manager Queensland Patrick Murphy, […]

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Annual reviews the key to client and business success

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While an annual review with an adviser is essential to ensuring clients understand their life insurance, and it’s what they’re asking for, only half of advisers are doing regular reviews, according to a new report by MetLife Australia. The MetLife Adviser-Client Relationship Report 2018 examined consumer and small to medium enterprises (SMEs) attitudes to purchasing life insurance […]

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SMEs unprepared for business interruption, MetLife report finds

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Over a third of small to medium enterprises (SMEs) do not have a succession plan in place and almost half say their business would only be able to operate for up to a year if they were unable to work, according to a new report by life insurance company, MetLife Australia. The MetLife Adviser-Client Relationship […]

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Good adviser relationships withstand misconduct revelations – new MetLife research  

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Honesty and trustworthiness are the top attributes consumers and small business owners look for in a financial adviser, according to new research released by MetLife Australia. Furthermore, those who have established trusted relationships with their adviser say the Financial Services Royal Commission will have no impact on their advice relationship. The MetLife Adviser-Client Relationship Report 2018 results […]

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MetLife Australia appoints Retail State Managers and Senior Underwriting Managers

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MetLife Australia has appointed Richard Holt as Head of Service Delivery, with overall responsibility for MetLife’s retail service proposition, supporting advisers and other intermediaries across new business, underwriting, and policy administration. Holt was previously Head of Sales Development at MetLife and possesses deep financial services experience, having held senior roles with MLC, BT, and Deutsche Bank. […]

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