Insurance News for Real People

Getting your insurance planning right

Getting your insurance planning right

 

As an adviser, there are few things more challenging than sitting across the table from someone who has just been given the news they have bowel cancer asking “So tell me how is my plan going to work?”

When it comes down to it the right policy is only half of the solution. In this situation not only did we put the plan in place, when it has come to this point we have it right, exactly how they want it.

When we say we put our clients front and centre, we mean it. After answering ‘that’ question above, not only has our client taken the time to say thank you for persevering, they took the time to write the following.

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We Got Silver!

We Got Silver!

Wow, 12 months have disappeared really quickly! This time last year I was reeling in the afterglow of being awarded the PAA's New Adviser of the Year. 

At the time I was both a little surprised and very grateful to have received this award, but as I wrote at the time I'd pretty much worn the New Adviser badge out. Having now been in the financial services industry for 15 years and an adviser for nearly five years.

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Customer service rant

Customer service rant

 

It's interesting that we advisers are under the spotlight for replacement of life insurance business, and to be fair, the area does need a clean up.

On the subject of replacement, a stunning example of screwing the customer has been the approach of the electronic coffee card app, eCoffee Card. You may have noticed it around, and it's been slowly getting traction. 

As a regular cafe goer all over the city, this helps with managing the many coffee reward cards I seem to accumulate.

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Physical Address:
5i Miro Place
Albany
Auckland

Email: enquiry@willowgrove.co.nz
Phone: 09 973 2849

Postal Address:
PO Box 301792
Albany
Auckland