Addressing Client Affordability Concerns in Insurance #2

Ensombl Advice Australia

English - June 18, 2024 12:40 - 47 minutes - 51.8 MB
Investing Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Addressing Client Affordability Concerns in Insurance #3

Next Episode: Addressing Client Affordability Concerns in Insurance #1

In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They talk about how advisors can effectively communicate rising insurance premiums to clients by understanding their needs, circumstances, and learning preferences through personalised outreach and education.

Iain Jeffery LinkedIn: https://www.linkedin.com/in/iain-jeffery-43414214/
Wealthpoint Financial Planning Website: https://www.wealthpointfp.com.au/
Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/

To learn more about MetLife 360Health, speak to your local Sales Manager or visit https://ensombl.com/go/20240619/. MetLife. Life, inspired by you.

Join the Ensombl platform:
App Store: http://www.ensombl.com/apple
Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/