Wealth and Asset Management
ANZ Wealth launches pre-assessment tool for advisers
ANZ Wealth has launched a pre-assessment tool, the OneCare Pre-Assessment Wizard, aimed to help advisers save time and improve client experience, which will identify loadings and exclusions for pre-existing medical conditions in real-time. ANZ Wealth’s head of life insurance, Gerard Kerr, said that the tool’s real-time functionality set it apart…
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