Tips every financial adviser needs to know about the FASEA exams
August 5, 2020 Stressed about the FASEA exams? Don’t be. Dr Jeff Scott, MetLife’s Head of Advice Strategy, and a former financial planning university lecturer, offers practical tips for preparing – and passing – the test. READ MORE
Life Insights - Sam Robinson Transcript
July 22, 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
July 6, 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
July 1, 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
June 22, 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
June 19, 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
TPD insurance inside and outside superannuation – Let’s talk tax and net benefits
June 17, 2020 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
How Advisers can help Over 45s
May 28, 2020 Australians over 45 know financial planning is important but many need help from financial advisers to understand how life insurance can fit in their plans. READ MORE
Life Insights - Marisa Broome Podcast Transcript
May 28, 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
May 28, 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
May 26, 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
The upside of a downturn: time to explore new opportunities
May 18, 2020 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
How to bounce back from the downturn when you're in your 20s or 30s
May 18, 2020 Whether you’re working or have lost your job, here are some tips for surviving the downturn – and creating better money habits that will benefit you when the crisis is over. READ MORE
How to budget during a downturn
May 4, 2020 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
Support for advisers and clients during COVID-19
April 22, 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
Building your business
April 20, 2020 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
Why MetLife?
April 14, 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
How MetLife is making Life and TPD more accessible for over 45s
April 14, 2020 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
Meet Meray
April 9, 2020 Meet Meray El-Khoury, Head of Retail Distribution at MetLife, and discover her vision for supporting advisers. READ MORE
Meet the SA Team
April 2, 2020 Meet Andrew Bridgland and Karren Toohey, the dynamic duo charged with supporting advisers in South Australia. READ MORE
Why MetLife's underwriting process works better
February 25, 2020 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
10 tips for advisers
February 3, 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
December 6, 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
December 5, 2019 APRA have proposed a number of changes to retail (advised) income protection. READ MORE
The retail claims process
November 28, 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
October 31, 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?
October 16, 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
September 24, 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
September 18, 2019 Our research reveals financial advisers risk losing clients if they fail to demonstrate long term value of advice. READ MORE
MetLife Progress Q&A with Cassandra Scoble
September 16, 2019 Dubbo based financial adviser, Cassandra Scoble, started her career in general insurance where she realised that she wanted to do more than just help people insure their “stuff”. Here, Cassandra shares with us her journey into financial advice and her top tip for those who are new to the industry. READ MORE
One Year On: How advisers helped drive change to the policy anniversary process
August 21, 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
MetLife Protect helping Advisers and their Clients
March 5, 2019 Rachel Towell, MetLife Australia’s State Manager for NSW/ACT, explains how MetLife Protect allows advisers to match their clients’ needs and values more closely to their life insurance. READ MORE
Life Insurance brick by brick
February 27, 2019 We recognise 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 each and every client. It’s been designed for the way people in Australia live today. READ MORE
Modular Insurance up close
February 27, 2019 Stuart White, State Manager, Queensland, walks us through the three target customer segments for MetLife Protect and uses case studies to show how the modular product and optional Extras cover work in practice. READ MORE
Industry dilemma: Enter the millennials
February 12, 2019 Millennials are coming of age – and gaining age-old responsibilities. How can the insurance sector engage these digital natives in protecting their futures? READ MORE
Why modular MetLife Protect is different
February 11, 2019 We speak to Casey Sugden, State Manager of Victoria, Tasmania and South Australia, to find out what advisers need to know about MetLife Protect’s modular product design and how to work closely with clients to best meet their needs. READ MORE
Trust or bust: 5 ways to create client connection
January 16, 2019 The best financial advice is founded not on money, but trust. Here we look at how advisers can develop and maintain fruitful client relationships. READ MORE
Why modular MetLife Protect makes sense
October 17, 2018 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
October 9, 2018 Nothing succeeds like heeding client feedback. Our major survey of the financial advice sector reveals just what clients are looking for. READ MORE
