Addressing Client Affordability Concerns in Insurance #2
Ensombl Advice Australia · Ensombl
Audio is streamed directly from the publisher (episode.flightcast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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/