Insurance Podcast #1 – Adam Crabbe and Katherine Hayes

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0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine Hayes, Director and Financial Advisor at Hayes & Co Insurance Services. They explore how financial planners can more confidently and profitably re‑engage with life insurance – especially risk and claims work – by using pre‑assessment tools, streamlined health questionnaires, and collaboration with risk specialists and insurers to better serve clients amid industry change.

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