Podcasts · Addressing Client Affordability Concerns in Insurance

Addressing Client Affordability Concerns in Insurance
Addressing Client Affordability Concerns in Insurance #3
About this episode
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.
AFAdam French and Dr. Jeffrey ScottGuest
