Insurance Podcast #11 - Yvonne Chu

In this episode, Ben is joined by Yvonne Chu, Head of Technical and Paraplanning at Entireti. They discuss how advisers can deliver stronger and more defensible life insurance advice by developing a clear insurance philosophy, applying consistent needs analysis, documenting client conversations, managing replacement advice and pre-assessments, and clearly explaining premiums, policy terms and trade-offs to clients. Yvonne Chu LinkedIn: https://www.linkedin.com/in/yvonne-chu-8b2b9a51/ Entireti Website: https://entireti.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://advisers.zurich.com.au/resources/adviser-portal General Disclaimer – https://www.ensombl.com/disclaimer/