Strong Local Presence Fidelity Life is the largest locally owned life insurer in New Zealand with a deep market penetration, protecting over 300,000 customers through a wide distribution network of 2,600 independent financial advisers and strategic partners, indicating a solid base for expanding new product offerings.

Digital Innovation The company’s recent launch of a digital tool in partnership with Westpac highlights a focus on digital transformation and customer-centric solutions, presenting opportunities to upsell digital services and online insurance products.

Recent Product Initiatives Fidelity Life is actively expanding its service portfolio with initiatives like the Cancer Caregivers program and launching a new MDRT scholarship, signaling a commitment to tailored insurance solutions and community engagement that can be leveraged for cross-selling.

Leadership Expansion Recent strategic hires, including a Business Manager for Auckland and Northland and a Head of Individual Life, demonstrate a focus on strengthening local advisory support and personalizing client engagement, opening doors for targeted sales approaches and adviser partnerships.

Growth and Market Potential With an annual revenue estimated between $50M to $100M and a dedicated expansion in programs and initiatives, Fidelity Life presents a significant growth opportunity for tailored insurance solutions, especially within the New Zealand market where it maintains a strong local presence.