Hi everyone, we are the start of Season 3 and there is a bit of a change happening. I have a new co-host, with Roy McLoughlin joining me regularly on the podcast so we can talk about the latest developments in protection insurance and more. Roy is bringing his knowledge of investments, pensions, protection and many other areas to the show.
Matt Rann will also be a regular co-host and we will be talking about underwriting in the protection space. We will be taking different risk scenarios and chatting about potential underwriting outcomes for protection insurance, and why these decisions are made.
The key takeaways:
How we are in the perfect time to really drive home the importance of income protection to our clients.
The need for us to try and get positive stories out into the public domain, and the potential of engaging journalists.
The value of signposting clients to specialists if you are unable to meet your clients needs, not only for the benefit of your client, but also to make sure that you are truly treating customers fairly and meeting compliance and regulatory requirements.
Next week, I will be speaking with Helen Croft from AIG about coronavirus and the year ahead.
Remember, if you are listening to this as part of your work, you can claim a CPD certificate on our website.