Strong Local Presence Fidelity Life is the largest locally owned life insurer in New Zealand, serving nearly 300,000 customers through a broad network of 1,800 independent financial advisers and strategic partners. This extensive local footprint presents significant opportunities to deepen market penetration and expand adviser engagement in New Zealand.

Digital Innovation Recent launches of digital tools and initiatives like the Cancer Caregivers program and adviser Career connect demonstrate Fidelity Life’s commitment to digital transformation. These advancements can be leveraged to offer tailored digital solutions and enhance customer experience, appealing to tech-savvy clients.

Strategic Partnerships Collaborations with major entities such as Westpac New Zealand highlight Fidelity Life’s strategic focus on expanding its distribution channels through partnerships. There is potential to explore additional alliances with financial institutions or health organizations to increase market reach.

Growth in Education Support The launch of the Ross Collett MDRT Scholarship signals an emphasis on industry development and adviser professional growth, which can be turned into sales opportunities by aligning solutions with high-performing financial advisors and advisory firms seeking innovative tools and support.

Expansion of Community Programs Fidelity Life’s active engagement in community health initiatives, such as the Cancer Companion and Cancer Caregivers programs, suggests a strategic focus on health-related insurance solutions. Developing tailored health or caregiver insurance products may resonate well with their ongoing community-driven efforts.