If you are a financial adviser specialising in life insurance I would like to invite you to join me for a brief introduction to robo-services for advisers.
What about using robots to make advisers more effective? With the FMA offering a draft of an exemption for robo-advice services the who subject has come up for a great deal more discussion. Much of that discussion will focus on investment products, partly because that is the place where robo-advice started, and the FMA has effectively excluded life insurance, at least from this draft, of the exemption.
But robo-services will come to the insurance advice sector. If you are an adviser, you may have mixed feelings about that. But perhaps now is the time to get busy learning about robo-services and how you can put them into your business to save time, get better engagement with your customers, find new customers – and grow.
Advisers interested in that should drop me an email and I shall send you some more details of the workshops.