Podcasts · Addressing Client Affordability Concerns in Insurance

Addressing Client Affordability Concerns in Insurance

Addressing Client Affordability Concerns in Insurance #2

18 June 2024

About this episode

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.
IJIain Jeffery and Dr. Jeffrey ScottGuest