Addressing Client Affordability Concerns in Insurance #1
Addressing Client Affordability Concerns in Insurance 18 June 2024
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.
To learn more about MetLife 360Health, speak to your local Sales Manager or visit our website. MetLife. Life, inspired by you.
Join the Ensombl platform:
App Store
Google Play
Desktop
-
Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
-
Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …
-
Addressing Client Affordability Concerns in Insurance #3
In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey …
-
Addressing Client Affordability Concerns in Insurance #4
In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at …
-
AdviceTech Podcast #89 – Finura Group
In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …
-
#451 Laura Kelly
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
-
Engine Room Podcast #38 – Sam Perera
In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the …
-
AdviceTech Podcast #88 – Simply Advice Websites
In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …
-
#450 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
-
Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
-
Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …
-
Addressing Client Affordability Concerns in Insurance #3
In this installment, Sacha talks with Adam French, Director and Financial Planner at Squire Financial, and Dr. Jeffrey …
-
Addressing Client Affordability Concerns in Insurance #4
In this final episode, Sacha is joined once again by Dr. Jeffrey Scott, Head of Advice Strategy at …
-
Engine Room Podcast #37 – Iain Rogers
In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his …