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
How to cope when your partner loses their job
02-12-2020 Losing a job can trigger strong emotions and cause you to rethink your financial future. Here are some ideas on how to cope from Mark Raberger, Head of Health at MetLife Australia, and Glen Hare, a financial adviser at Fox & Hare. 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
How much life insurance do I need?
28-10-2020 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?
28-10-2020 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?
14-10-2020 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
8 life insurance tips to get you started
14-10-2020 Life insurance doesn’t need to be complicated. With the right information, you can navigate the process with confidence. 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
What to do when your partner is earning less than before
28-09-2020 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 You Can Improve Your Kids’ Financial Security at Any Age Part 2
28-09-2020 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
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
How advisers can help small businesses during a downturn
16-09-2020 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
03-09-2020 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
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
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
TPD insurance inside and outside superannuation – Let’s talk tax and net benefits
18-06-2020 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
28-05-2020 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
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
The upside of a downturn: time to explore new opportunities
18-05-2020 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
18-05-2020 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
04-05-2020 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
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
Building your business
20-04-2020 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?
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
How MetLife is making Life and TPD more accessible for over 45s
14-04-2020 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
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
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
MetLife Progress Q&A with Cassandra Scoble
16-09-2019 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
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
MetLife Protect helping Advisers and their Clients
05-03-2019 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
27-02-2019 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
27-02-2019 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
12-02-2019 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
11-02-2019 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
16-01-2019 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
17-10-2018 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
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
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