Life changing events often signal the right time to review insurance cover and make any necessary adjustments to policies. While insurance may not always be top of mind, a regular review of all insurance cover ensures your policies still reflect changes to your lifestyle and financial situation. To help you plan an insurance review at the right time, we’ve outlined some of the milestone events that could trigger an insurance review.
Topics: Selling, Mortgage Advisers, Insurance Advisers
The Financial Services Council (FSC) recently released its findings into New Zealander’s attitudes towards financial risk. Entitled “Gambling on Life”, the study undertook to understand the reasons behind the high levels of underinsurance in New Zealand and the potential risks Kiwis expose themselves to. Read on to find out what the research uncovered.
Topics: Insurance Advisers, Insurance, Underinsurance, Insurance advice
The Financial Services Council (FSC) recently released its findings into New Zealander’s attitudes towards financial risk. Entitled “Gambling on Life”, the study undertook to understand the reasons behind the high levels of underinsurance in New Zealand and the potential risks Kiwis expose themselves to. Read on to find out what the research uncovered.
Topics: Insurance Advisers, Insurance, Underinsurance, Insurance advice
Insurance is not something we enjoy paying. In most instances, we spend tens of thousands of dollars over a lifetime paying for insurance we hardly ever use. But it’s when you need it most that having insurance can change your life. If you aren’t insured and you’d like to understand what insurance you really need, read on to see what the benefits are for you and your family.
Topics: Mortgage Advisers, Insurance Advisers, Insurance, Underinsurance, NZ Mortgage Adviser
Mortgage Express is pleased to announce the appointment of Mike Clinch, Mortgage and Insurance Adviser based in Tauranga.
Having worked for two of New Zealand’s big banks for well over 20 years, Mike brings a wealth of financial knowledge and business experience to the table.
“Understanding banking and business provides a solid base to take the legwork out of the process of arranging finance. I’m keen to share my expertise with my clients to assist them in meeting their financial goals,” says Mike.
Topics: Mortgage Advisers, Tauranga Mortgage Advisers, Insurance Advisers
Mortgage Express is pleased to announce that Grant Taylor has joined its team of advisers as an insurance adviser.
Mr Taylor has had a successful career in the insurance industry. Having established his own company in 1978, Mr Taylor went on to qualify and attend his first Million Dollar Round Table event at the age of just 22.
A well-known and highly regarded insurance adviser, Mr Taylor’s business model has been recognised with the international quality award in recognition of quality life underwriting service to the public.
Most people are pretty savvy when it comes to ensuring their valuable possessions, like a car, house or boat, because not insuring them means taking a sizeable financial risk. In fact, around 95 per cent of New Zealanders are covered against loss due to disaster, accident or theft. But when it comes to life insurance, many have little or no insurance cover. Are you covered? Here are seven insurance mistakes you could already be making.
Topics: Insurance Advisers, Finance Update, Insurance, NZ Finance
Mortgage Express announces the appointment of Keith Styles, Insurance Adviser based in Auckland.
Mr Styles has enjoyed an extensive career in the Life and Health Insurance industry, spanning well over 25 years. Beginning his career in 1988, Mr Styles worked in an advisory role and held various corporate roles until joining Sovereign where he spent 16 years, 9 of which as the Northern Area Manager.On joining Mortgage Express, Mr Styles said he looked forward to helping Mortgage Express customers protect and provide for their futures.
Topics: Insurance Advisers
Mortgage Express is pleased to announce the recent appointment of Donny Qi as Insurance Adviser.
Mr Qi joins the Mortgage Express team in Auckland and will be providing advice on a number of risk insurance products.Along with experience in underwriting, Mr Qi brings with him over 5 years’ experience working at AMP and Sovereign.
Mr Qi is conversant in both English and Mandarin and says his primary goal is to deliver a tailored risk management solution that not only provides the best value, but will also help his clients plan ahead, secure in the knowledge that their loved ones are taken care of.
Topics: Insurance Advisers
