Podcasts · Addressing Client Affordability Concerns in Insurance

Addressing Client Affordability Concerns in Insurance

Addressing Client Affordability Concerns in Insurance #1

18 June 2024

About this episode

In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. Jeffrey Scott, Head of Advice Strategy at MetLife. They discuss strategies advisors can use to help clients understand insurance policies, premiums, and the ongoing value of insurance while addressing affordability concerns through proactive client discussions and budgeting.
SMSandra Miller and Dr. Jeffrey ScottGuest