Clear Insights

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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Dementia - It pays to start planning early

Dementia - It pays to start planning early

An increasing number of Australians suffer from dementia and often it’s their loved ones that carry the emotional and financial burden. This article looks at what you can do if you, or a loved one, develops dementia, and the importance of holding adequate life insurance to cover the additional cost of treatment and care.

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Avoid this common life insurance mistake

Avoid this common life insurance mistake

The self-managed superannuation fund (SMSF) sector has grown exponentially in the past decade but some trustees aren’t fully across the rules, especially when it comes to life insurance. Jeff Scott writes.

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