Addressing Client Affordability Concerns in Insurance #3
Ensombl Advice Australia · Ensombl
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Show Notes
In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They cover strategies advisors can use to help clients manage rising insurance costs, including exploring options to reduce premiums while ensuring clients understand the risks and trade-offs of any policy changes.
Adam French LinkedIn: https://www.linkedin.com/in/adampaulfrench/ Dr. Jeffrey Scott LinkedIn: https://www.linkedin.com/in/dr-jeffrey-scott-165762/
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