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Financial Advisers

Tele-PMARs: Rapid access to medical information to make informed decisions, faster

Tele-PMARs: Rapid access to medical information to make informed decisions, faster

Simon Dent, National Underwriting Distribution Manager, discusses MetLife’s latest underwriting service – tele-PMARs via Tele Report Retrieval – and how it enables faster access to medical information. READ MORE
Meet Julio Cagigas

Meet Julio Cagigas

Meet Julio Cagigas – an avid cook, keen boatsman, father of three young girls and now, the new Head of Retail Distribution at MetLife Australia. READ MORE
Meet Dr Jeffrey Scott

Meet Dr Jeffrey Scott

With over 25 years’ industry experience and most notably credited for creating the first terminal illness benefit for life insurance products in Australia, it’s fair to say that Dr Jeffrey Scott is a powerhouse of knowledge when it comes to all things life insurance. READ MORE
MetLife Protect and MetLife Protect Super Income Cover: Rehabilitation Expenses now paid separately

MetLife Protect and MetLife Protect Super Income Cover: Rehabilitation Expenses now paid separately

At MetLife, we believe that Income Cover is more than merely paying a monthly benefit to replace lost salary or wages, it’s also about providing your clients with the support they need so they can return to health, wellness, and work. READ MORE
Snapshot of the Retail Life Insurance Industry

Snapshot of the Retail Life Insurance Industry

Dr Jeffrey Scott provides a snapshot of the Retail Life Insurance Industry as at April 2023. READ MORE
Meet Dianna Goss

Meet Dianna Goss

Dianna Goss believes that financial equity for women is important and that financial advisers can play a crucial role in helping women to be financially literate. READ MORE
Meet Andrew Bridgland

Meet Andrew Bridgland

With over 40 years in the industry Andrew Bridgland has seen many changes but one critical factor remains: life insurance products can provide much needed security to Australian families, individuals, and businesses. READ MORE
MetLife 360Health: Knowledge Is Power

MetLife 360Health: Knowledge Is Power

We are investing in ways to help look after our customers' health with MetLife 360Health.  READ MORE
Bouncing back from a downturn

How to bounce back from the downturn when you're in your 20s or 30s

Whether you’re working or have lost your job, here are some tips for surviving the downturn – and creating better money habits. READ MORE
Mental health support through MetLife 360Health Virtual Care

Mental health support through MetLife 360Health Virtual Care

Eligible MetLife customers can access expert mental health advice from the comfort of their home through Mental Health Assist, part of the 360Health Virtual Care program provided in partnership with Teladoc Health. READ MORE
Six tax deduction strategies to consider this end of financial year

Six tax deduction strategies to consider this end of financial year

Dr Jeffrey Scott, MetLife’s Head of Advice Strategy, outlines six potential tax deductions or incentives that clients may be able to make the most of this 2021-2022 financial year.  READ MORE
Life Insights - A financial advice journeyTranscript

Life Insights - A financial advice journey Transcript

Brother and sister Mia and Ben Johnson from Keyman Financial Services have been in the industry for the last couple of years and are halfway through the Professional Year. They share how they found themselves in the industry and their experience of the Professional Year.  READ MORE
Communicating the value of life insurance to everyday Australians

Communicating the value of life insurance to everyday Australians

Communicating the value of life insurance to everyday Australians is important, but it’s not always easy. That’s why MetLife has released the Value of Life Insurance Report. READ MORE
Life Insights - 360Health Virtual Care Transcript

Life Insights - 360Health Virtual Care Transcript

Jamie Vickers and Dr. Benson Riddle from Teladoc Health discuss MetLife’s latest offering – 360Health Virtual Care. Find out how you and your clients can tap into, and maximise the benefits, of having access to a network of leading local and global specialists and doctors in the comfort of your own home… and at no extra cost. READ MORE
360Health Virtual Care: An introduction

360Health Virtual Care: An introduction

MetLife has partnered with Teladoc; a leading global provider of Virtual Care to support our customers when they need it the most. READ MORE
MetLife 360Health Virtual Care: GP Online

MetLife 360Health Virtual Care: GP Online

MetLife customers can receive support and guidance from doctors in Australia without needing to travel for appointments through the GP Online service offered as part of our 360Health Virtual Care program. READ MORE
360Health Virtual Care: Brings health care to your home

360Health Virtual Care: Brings health care to your home

MetLife now offers a safe and convenient way to access health care advice at home via its 360Health Virtual Care program. READ MORE
What to do when your partner is earning less than before

What to do when your partner is earning less than before

The slowing global economy has forced some households to rethink financial plans for 2021 and beyond, so we asked Mark Raberger, Head of Health at MetLife Australia, and Glen Hare, a financial adviser at Fox & Hare, to share their thoughts on making adjustments. READ MORE
How to budget during a downturn

How to budget during a downturn

If you already have a budget, the economic downturn means it’s time for a review. If you don’t have a budget, here’s how to do it and why it’s important. READ MORE
Life Insights - Matt Lane Transcript

Life Insights - Matt Lane Transcript

Matthew Lane, Principal Adviser of Wealth Fundamentals, is there for his clients every step of the way – in particular, at claims time. In this podcast, Matthew shares his learnings and how they’ve enabled him to build a strong and caring claims process. READ MORE
Life Insights - Michelle's Story Transcript

Life Insights - Michelle's Story Transcript

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

5 tips for the FASEA exam

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
Underwriting Edge

Why MetLife's underwriting process works better

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
How much life insurance do I need?

How much life insurance do I need?

Life insurance is designed to give you peace of mind – ensuring your loved ones can cope financially if something happens to you. Here are tips for working out the right amount of life insurance to provide certainty for your family. READ MORE
Is income insurance worth it right now?

Is income insurance worth it right now?

You insure your home and contents as well as your car, but how much do you think about insurance that protects your income? Find out if income protection is right for you. READ MORE
When should I review my life insurance cover?

When should I review my life insurance cover?

When was the last time you checked on your life insurance and insurance inside super? Does your existing cover meet your current needs? It might be time for a review. READ MORE
How You Can Improve Your Kids’ Financial Security at Any Age Part 2

How You Can Improve Your Kids’ Financial Security at Any Age Part 2

What important financial lessons do parents need to share with their teenagers and young adults? Here financial advisers Erin Truscott and Regina Taarnby outline some smart ways to educate and motivate offspring. READ MORE
Life Insights - Brent Satill Transcript

Life Insights - Brent Satill Transcript

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
How advisers can help small businesses during a downturn

How advisers can help small businesses during a downturn

Here MetLife State Manager, Queensland, Stuart White and Paul Forbes, CEO of RFS Advice, share some tips for advisers and small businesses to navigate through these times. READ MORE
How You Can Improve Your Kids’ Financial Security at Any Age Part One

How You Can Improve Your Kids’ Financial Security at Any Age Part One

What can parents and parents-to-be do to improve their kids' financial wellbeing? Here financial advisers Erin Truscott and Regina Taarnby share important lessons about savings, insurance and investments. READ MORE
Life Insights - Michael Smith Transcript

Life Insights - Michael Smith Transcript

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
Tech Tips for Advisers Working Wherever You Need to be

Tech Tips for Advisers Working Wherever You Need to be

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

Life Insights - David McLean Podcast Transcript

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

Life Insights - Grahame Evans Podcast Transcript

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
TPD insurance inside and outside superannuation – Let’s talk tax and net benefits

TPD insurance inside and outside superannuation – Let’s talk tax and net benefits

Advisers are often asked whether or not a client should own their TPD policy individually (self-owned) or have it be structured via a superannuation fund where they are a member. READ MORE
Life Insights - Hugh Robertson Podcast Transcript

Life Insights - Hugh Robertson Podcast Transcript

This transcript is from the MetLife Insights podcast with Hugh Robertson – industry superstar and 2018 AFA Financial Adviser of the Year. READ MORE
The upside of a downturn: time to explore new opportunities

The upside of a downturn: time to explore new opportunities

While things may seem grim now, new opportunities will emerge from this chapter in history. Financial experts say now is the time to get your finances in order and update your knowledge. READ MORE
Building your business

Building your business

Millennial financial wellness adviser Rebecca Maher offers some clear and practical strategies to help you support your clients during these economically uncertain times, and potentially grow your business too. READ MORE
Trauma

Trauma

Trauma Insurance is often the last policy clients think about. It’s also one of the most important if someone suddenly becomes ill or injured.  READ MORE
Why MetLife?

Why MetLife?

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
How MetLife is making Life and TPD more accessible for over 45s

How MetLife is making Life and TPD more accessible for over 45s

Half of Australians over the age of 45 are financially unprepared. But they’re also facing modern challenges of higher mortgage debt, boomerang kids, and later retirement.  READ MORE
10 tips for advisers

10 tips for advisers

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
The retail claims process

The retail claims process

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
Why advisers need to strengthen connections with their clients

Why advisers need to strengthen connections with their clients

Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice. READ MORE
Why modular MetLife Protect makes sense

Why modular MetLife Protect makes sense

MetLife recognises that everyone is unique, so their insurance needs to be too. Meet the new modular cover you can tailor to match what truly matters for your client. READ MORE
Survey says: 7 lessons for financial advisers

Survey says: 7 lessons for financial advisers

Nothing succeeds like heeding client feedback. Our major survey of the financial advice sector reveals just what clients are looking for. READ MORE

This website contains general information only, which does not take into account your personal financial situation, objectives or needs. Before deciding whether to acquire, or continuing to hold, any of our products, please seek appropriate independent financial advice to assess whether it is suitable for you. You should also consider the relevant Product Disclosure Statement, available upon request by calling 1300 555 625, before making any decision. Life insurance products are issued by MetLife Insurance Limited ABN 75 004 274 882, AFSL 238096.

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