Clear Insights

Assessing the financial capacity of older adults

Assessing the financial capacity of older adults

According to the Australian Bureau of Statistics, in Australia there are around 3.3 million people aged over 65 who represent 14.4% of the population. This is expected to rise to 8.3 million (or 23%) by 2050. The net wealth accumulated by older adults is more than $900 billion...

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Adviser update on PYS and LifeSolutions Super

Adviser update on PYS and LifeSolutions Super

A lot has been written about the new Protecting Your Super (PYS) package which was passed as law in April. With the first mandated member communications on these being required to be sent by the 1 May, ClearView had to accept this legislation at face value and...

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Millennials a winning business strategy for the future

Starting an advice conversation with Millennials

Life insurance is a multigenerational concept but its perceived value differs across generations. So if you find yourself having the same life insurance conversations with baby boomers, Gen X and millennials (aka Gen Y)…chances are you’re not getting the right message across.

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EOFY action plan

EOFY action plan

Have you had an end-of-financial-year (EOFY) conversation with your clients yet? Here are some tried and tested options you may like to discuss.

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