WA UPDATE

Following the release, Michelle Levy sat down with Allens to discuss her recommendations behind key proposals and what she envisaged the proposals would do in practice. Clarifying how the changes are expected to impact both advisers and institutions under the new regime with the aim for all Australians to have access to high quality and affordable financial advice.

You can listen to the session here.

To help us process these requests efficiently, we would appreciate it if you can inform us prior to the anniversary date if your client does not want the Indexation Benefit to apply, or if they want to make any other alternations to their cover date.

If you have any questions, reach out to your dedicated Business Development Manager.

Our aim is to reduce the number of systems, processes and personnel that advisers engage with. We understand having choice of product features, underwriting outcomes and pricing is a necessity to provide the best insurance solutions that meet your client’s needs. Giving advisers access to multiple products through a single technology platform with standardised application and administration processes, all with the support of a dedicated group of insurance professionals, helps advisers reduce costs in servicing their clients.

Both NEOS Protection and Encompass Protection are now available on the NEOS Life Platform, with another product in development. We’re passionate about trying to make risk advice easier, providing advisers with a range of high-quality products on a single log in, easy-to-use platform that advisers are familiar and comfortable with.

If you didn’t get a chance to join us, you can watch the NEOS Life Platform webinar here.

With 17 tailored services provided virtually in areas such as fitness, nutrition, cancer care and recovery, Vivo was created with the belief that health and wellness support should be available all the time. Offering a range of benefits that are available 24/7 through the portal means, as long as your clients have internet access, they will continuously have the support they need at the tip of their fingers.

Want to learn more? Join us for our Vivo Care Webinar on Thursday 16 March by registering here.

In operations, we welcomed three service consultants, a tele-interview consultant and a Digital Transformation Manager.

Aparna Sharma joined the NSW service team as a Service Consultant in January. She joins us from MLC and has seven years’ experience in financial services across boutique and large corporate firms.

Danielia Johannes joined the WA team as a Service Consultant in December 2022. Prior to joining NEOS, Danielia worked at AIA for 14 years, and brings with her a wealth of experience in life insurance administration.

Emma Gawley also joined the WA team in December 2022 as a Service Consultant. Emma joined the team from BT where she was a customer service specialist for three years.

Celine Mayo has joined the QLD tele-interview team. Joining us from Zurich, Celine has over 10 years’ experience in tele-communications and tele-interviewing.

Rin Xia joins in a newly created role as Digital Transformation Manager. With over 15 years’ experience in the IT industry, Rin will help advise, shape and support the delivery of technology led transformation programs to enhance the customer, adviser and user’s digital experience.

In our sales team, we had two business development managers and a business development consultant join us.

Marc Scalercio joins us as a Business Development Consultant looking after the WA panel of advisers alongside State Manager, Reon Botha. Prior to joining NEOS, Marc worked as an Aged Care Adviser for a private company and he also worked at iSelect for nine years.

Shehan Shakoor joined the sales team in Victoria as a Business Development Manager. His experience as a successful BDM spans over nine years, working at AIA.

Victor Li is the newest member of the Queensland sales team joining as a Business Development Consultant. He brings with him an in-depth knowledge of the advice process and relationship management skills with five years’ experience working as an adviser at Westpac and in a private practice.

We’re committed to providing the best experience – the NEOS Experience – for advisers and their clients and we’ll keep investing in our people and resources as needed to ensure this.