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    Year: 2021

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    • 2021
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    General

    Just two weeks to go until the Financial Advice 2021 ‘Be Inspired, Be Energised’ Conference!

    03/11/202104/11/2021 [email protected]

    As a sponsor of the upcoming conference we wanted to share the message below from Katrina Shanks, CEO at Financial Advice NZ. We have had

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    General

    A one page personal risk plan summary?

    28/10/202115/11/2021 Doreen Dutt

    In a recent newsletter we mentioned that we were in the process of developing a one page personal risk plan summary for Advicemonster (our system

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    General

    FYI: Are you looking to compare Funeral plans?

    28/10/202115/11/2021 Doreen Dutt

    Here is a handy hint for Research and Advicemonster subscribers!  If you’re looking to compare a Funeral Plan, you can access our static ratings and

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    General Rating

    Quality Product Research: Proposed rating for Aplastic Anaemia

    19/10/202115/11/2021 Doreen Dutt

    Introduction Were back with another item analysis – this time for Aplastic Anaemia. Please find our proposed sub-items below. Sub-items rating review Notes A defined

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    General Training

    Quality Product Research – new zoom training sessions added for Quotemonster & Advicemonster!

    18/10/202115/11/2021 Doreen Dutt

    We have scheduled the following training sessions for November & December!  Make the most out of your time at home or refresh your knowledge by

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    General

    Asteron Life’s enhancements go live!

    15/10/202115/11/2021 Doreen Dutt

    Effective Monday, 27 September, Asteron announced a series of product enhancements to their personal range. Asteron Life has announced that changes have been made to expiry

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    General Training

    Does Quotemonster compare banks and other non-adviser companies?

    01/10/202115/11/2021 Doreen Dutt

    The short answer is…yes, we do! Recently the number of active users on Quotemonster has skyrocketed and we’d like to share a helpful hint for

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    Product Quotemonster Blog Rating Reports Training

    Improvement Alert

    27/09/202117/02/2022 Treena Jordan

    This is why your feedback is so important to the team at QPR.  We have added a legend to the Heatmap report linking the words

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    General

    Quality Product Research: Group life and health product research

    22/09/202115/11/2021 Doreen Dutt

    Many advisers come across clients who have cover with a major employer group scheme and would like to be able to access research to support

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    General Product

    FYI: Southern Cross Plan Comparison

    22/09/202115/11/2021 Doreen Dutt

    Southern Cross offers a multitude of direct and adviser products. On Quotemonster we currently only offer the following products, however are looking to include more

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