Life Insights - Michelle's Story Transcript
18-01-2021 Mental health and suicide have touched many within the financial advice industry, including Michelle, whose husband took his own life in early 2020. Michelle wanted to share her story to encourage anyone who is struggling, or know someone who is struggling, to reach out – there is always someone willing to help, you just have to put your hand up. READ MORE
5 tips for the FASEA exam
14-01-2021 Stressed about the FASEA exam? Don’t be. Dr Jeffrey Scott, MetLife’s Head of Advice Strategy, has five tips to help you perform your best. READ MORE
Why MetLife's underwriting process works better
04-01-2021 We have invested in our underwriting process to make it stand out from the competition. Find out how our communication and customer service-centric approach to underwriting can make life easier for advisers. READ MORE
MetLife is here to support you
02-12-2020 Discovering she had income protection was some much-needed good news for Ms M after a breast cancer diagnosis. READ MORE
MetLife puts its partners at the centre of everything it does
25-11-2020 Head of Group Insurance James Carey on MetLife’s support for its partners and the role of life insurance in Australia. READ MORE
COVID-19: The industry challenges that lie ahead
19-11-2020 Dean Mulheron, Head of Group Product shares some of the key challenges and opportunities that face the industry. READ MORE
How MetLife Australia is building a sustainable, profitable future for retail advisers
09-11-2020 Chief Retail Insurance Officer Meray El-Khoury explains her vision for a sustainable, supportive and technology-led retail business at MetLife Australia. READ MORE
Life Insights - Mental Health Transcript
03-11-2020 Noel Lord talks to FPA Chair Marisa Broome and AFA CEO Phil Kewin about the mental wellbeing of financial planners and others in the financial services industry, especially in the wake of the COVID-19 pandemic. READ MORE
Claims during COVID-19: the human experience is even more important now
27-10-2020 Early in Victoria’s COVID-19 lockdowns MetLife case manager Courtney phoned long-term customer Chantelle to check in and share a claim update. Then she discovered Chantelle needed immediate help – and called her manager. READ MORE
Wellbeing support for Financial Advisers
08-10-2020 These are some of the most challenging times in our industry. We want to help advisers understand they have dedicated support and places they can come to in times of need. READ MORE
Life Insights - Brent Satill Transcript
22-09-2020 Specialise, specialise, specialise… this is the ethos that lies at the very heart of Curo Financial Services. Over the years, this has allowed Curo Financial Services to not only be great at what they do but has also helped fuel their growth and enabled them to create many centers of influence. In this podcast, Brent Satill, Risk Adviser at Curo Financial Services, explores one of these areas of expertise – claims management. READ MORE
Sustainability at MetLife, our employees
15-09-2020 At MetLife, we have spent more than 150 years keeping our promises to employees, making sure we are always there navigating change with confidence and purpose. READ MORE
How MetLife Australia is looking after its people during the pandemic
03-09-2020 Understanding the new normal: MetLife Australia's CEO Richard Nunn explains the company's proactive approach to looking after its people, customers and partners during COVID-19. READ MORE
Life Insights - Michael Smith Transcript
13-08-2020 Michael Smith is Managing Partner of Halpin Wealth, one of South Australia’s largest and longest-serving financial planning companies. In this podcast, Michael shares his tips for success and the power of continually assessing yourself, your processes and your client interactions to ensure you are always on top of your game. READ MORE
Embedding an ethical culture in a new world
05-08-2020 How can we embed an ethical culture in this changing world? Pauline Vamos, Director of the Banking and Finance Oath shares the why and ways to embed ethics into your business. READ MORE
Life Insights - Sam Robinson Transcript
22-07-2020 Sam Robinson, Director of Pursue Wealth, prefers to call her clients members of the Pursue Wealth community – a group of like minded people who share the same gusto and passion for financial freedom through wealth accumulation. Sam sees herself as her members’ accountability buddy and in this podcast, Sam shares the various ways she engages with her community to help them plan and achieve their dream lifestyle. READ MORE
Tech Tips for Advisers Working Wherever You Need to be
06-07-2020 David McLean is a financial planner and the owner of Titan Financial Planning. While many of us may have been scrambling to embrace high tech solutions to managing our businesses, David was using tech to make his business run smoother well before the COVID-19 pandemic took root. READ MORE
Life Insights - David McLean Podcast Transcript
01-07-2020 David McLean, former professional football player and tech savvy financial adviser, has effectively harnessed technology to build a successful business, long before COVID forced us to. In this podcast, David shares some of his favourite technology platforms and how he’s implemented them to efficiently and effectively service his clients – both nationally and internationally. READ MORE
Life Insights - Grahame Evans Podcast Transcript
22-06-2020 Grahame Evans has seen it all. As a veteran who’s been in the industry for over 40 years, he’s been through every major event since the beginning of the advice industry in Australia. In this podcast, Grahame shares his learnings along the way – including the value of good communication and how he navigated through the 1991 recession. READ MORE
Meet the Support Team
19-06-2020 Meet the team working to ensure advisers have the tools and support they need to work with MetLife efficiently and effectively every time. READ MORE
Innovation thrives at MetLife
18-06-2020 External disruption can be a great time to innovate. With the disruption of a global pandemic, along with additional workloads that COVID-19 has caused, MetLife Australia has embraced experimentation, digitising and persisted with the opportunity to transform to benefit our customers, partners and staff. READ MORE
Virtual Onboarding
10-06-2020 As the way we work has changed, we have onboarded many new employees remotely, including providing any technical training they may need. Members of our onboarding team provide tips to others looking to onboard staff during these times. READ MORE
Training staff in the time of COVID-19
01-06-2020 Allyson Carlile, Head of People and Culture, at MetLife Australia talks about people development and the need to adapt during a pandemic. READ MORE
Life Insights - Marisa Broome Podcast Transcript
28-05-2020 This transcript is from the MetLife Insights podcast with Marisa Broome- industry icon, passionate financial adviser and FPA Chair. READ MORE
Life Insights - Hugh Robertson Podcast Transcript
28-05-2020 This transcript is from the MetLife Insights podcast with Hugh Robertson – industry superstar and 2018 AFA Financial Adviser of the Year. READ MORE
Meet the Team - Dianna Goss
26-05-2020 Dianna Goss, the face of MetLife in Western Australia, explains the value a local team can bring to our advisers regardless of what side of the country they’re on. READ MORE
Richard Nunn One Year on
07-05-2020 CEO Richard Nunn reflects on his first year at MetLife and looks at what the future holds. READ MORE
Support for advisers and clients during COVID-19
22-04-2020 From premium waivers to hosting a webinar series for advisers, find out about MetLife’s rapid response to support advisers, customers, and employees during COVID-19. READ MORE
Keeping customers and partners connected
22-04-2020 How MetLife is keeping customers and partners connected during the global shutdown. READ MORE
Why MetLife?
14-04-2020 An easy reference guide that explains who MetLife is, our unique product features, and why we’re a global leader in insurance that supports advisers to offer the best advice. READ MORE
Meet Meray
09-04-2020 Meet Meray El-Khoury, Head of Retail Distribution at MetLife, and discover her vision for supporting advisers. READ MORE
Meet the SA Team
02-04-2020 Meet Andrew Bridgland and Karren Toohey, the dynamic duo charged with supporting advisers in South Australia. READ MORE
Q&A with James Carey, Head of Group Insurance at MetLife
26-03-2020 James outlines the work he and his team are doing in product development in the wake of legislative changes and the backdrop of COVID-19. READ MORE
6 tips for talking to young members about insurance inside super
03-03-2020 How do you talk to a generation who couldn't care less about their insurance or super, and don't trust financial institutions? MetLife's Brian Jacobs offers 6 valuable insights that can help. READ MORE
10 tips for advisers
03-02-2020 Metlife’s experts share their insider tips on keeping existing clients, attracting new ones and growing your business in times of industry change. READ MORE
Communication more important than cost when it comes to choosing a financial adviser
06-12-2019 The financial advice industry may be surprised to learn that when it comes to choosing a financial adviser, most consumers are more concerned about how an adviser communicates than the cost of the actual advice. READ MORE
Income protection policies
05-12-2019 APRA have proposed a number of changes to retail (advised) income protection. READ MORE
The retail claims process
28-11-2019 When it comes to making a claim, MetLife’s Peter Kelly says it’s vital your clients know you’ll be helping them with the hard work so they can focus on other things. READ MORE
The one thing advisers should be doing to boost client retention and referrals
31-10-2019 Almost a third of consumers and half of SME’s are considering either changing their current adviser, or ceasing to use one completely, what is the one thing to do to boost client retention and referrals? READ MORE
Do your clients understand how commissions work?
16-10-2019 Of the many learnings to come out of the Royal Commission, none are as important as the need for honest and transparent communications between financial advisers and their clients when it comes to financial products and services. READ MORE
Why advisers need to strengthen connections with their clients
24-09-2019 Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice. READ MORE
Adviser-Client Research 2019 - Client Retention
18-09-2019 Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice. READ MORE
One Year On: How advisers helped drive change to the policy anniversary process
21-08-2019 We reflect on how adviser feedback was a crucial part of redeveloping the MetLife Protect policy anniversary process, making it more valuable for clients and easier for advisers. READ MORE
How the retail long-running team used agile to improve delivery
24-07-2019 Retail platform owner, Arti Kumar, shares a mini-retro on how her team used agile principles to improve the experience for both advisers and customers. READ MORE
Authentic leadership
05-06-2019 What is authentic leadership? Chesne Stafford shares her thoughts following the Women in Insurance Leadership Summit. READ MORE
Bringing innovation to life
31-05-2019 While we are implementing digital solutions, we constantly think about how we are providing a caring experience and it’s a challenge that we try and work through. READ MORE
High stress after the Banking Royal Commission
26-03-2019 Margo Lydon the Chief Executive Officer of SuperFriend shares some of the insights from their Financial and Insurance Services Profile Report. READ MORE
International Women's Day
08-03-2019 International Women’s Day (IWD) is a global celebration of the social, economic, cultural and political achievements of women around the world. READ MORE
An agile approach
05-03-2019 MetLife’s agile approach is seeing products rapidly evolve in line with client and adviser needs. Janhvi Chadha, Product Manager for MetLife Australia’s Differentiate Program, explains how the new approach works and why it has been implemented. READ MORE
Trust in the Life Insurance Industry
14-01-2019 James Carey, Head of Group Pricing looks at how insurers and trustees can collaborate in relation to the changing regulatory environment and looks at the important issue of trust in the industry. READ MORE
Survey says: 7 lessons for financial advisers
09-10-2018 Nothing succeeds like heeding client feedback. Our major survey of the financial advice sector reveals just what clients are looking for. READ MORE
MetLife Continues to Innovate Within the Insurance Market.
08-08-2018 MetLife has partnered with ACORD to develop Australia’s first Life Insurance claims lodgement API. This technology allows greater flexibility to improve technology implementation timelines and the overall member experience. READ MORE
MetLife launches virtual reality in India
08-03-2017 Ground breaking technology is set to revolutionise the concept of customer service through a differentiated, immersive and personalised experience. READ MORE
Life Insurance in superannuation working group
08-03-2017 The Life Insurance in Superannuation Working Group released the first of three discussion papers about key elements of its work program to improve superannuation for Australians. READ MORE
Opting out of Superannuation
14-03-2016 Super has been a hot topic of discussion since media reports emerged that the government was considering a change to compulsory contributions. So what would the ability to opt out of super mean for low income earners? READ MORE
5 Trends Shaping Australian Insurance
20-01-2016 Legislative reform, consumer trends and tech advances look set to change the insurance landscape in the year ahead. READ MORE
Innovation in the Life Insurance Industry
18-01-2016 The insurance industry must transform its thinking to be more innovative. READ MORE
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