The New Normal for Income Protection #3
The New Normal for Income Protection 2 February 2022
In this installment we talk about the technical side of Income Protection product profitability, including the five levers that can be used to keep the products sustainable.
MetLife. Life, inspired by you. For more information, speak to your local BDM.
Cathy Kayess
Financial Planner & Business Development at Affinitas Accounting
Cathy Kayess XY
Affinitas Accounting Website
John Cachia
Founder and Strategic Wealth Adviser at AFA Group Wealth
John Cachia XY
AFA Group Wealth Website
Serena West
Partner and Senior Adviser at MBS Insurance WA
Serena West LinkedIn
MBS Insurance Website
Dr. Jeff Scott
Head of Advice Strategy at MetLife
Dr. Jeff Scott LinkedIn
Metlife Website
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast here
-
The New Normal for Income Protection #1
In this first installment we look back on how we got to where we are currently with Individual …
-
The New Normal for Income Protection #2
In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle …
-
The New Normal for Income Protection #3
In this installment we talk about the technical side of Income Protection product profitability, including the five levers …
-
The New Normal for Income Protection #4
In this episode we talk about the human side of IDII changes, from advisers and staff to claims …
-
The New Normal for Income Protection #5
In this final episode our panel discusses the future opportunities and threats during the final wave of changes.
-
AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
-
#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …