NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
Description
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns all of us in the industry.
Joining us to discuss this are LifeSearch’s CEO Debbie Kennedy, and Homeowners Alliance’s CEO and Founder Paula Higgins. The two have worked together recently on some fascinating research, which we’ll dive into in this special episode.
Debbie and Paula unpack how advisers can address client protection advice issues to ensure the advice is understood, valued, and acted upon. They reveal why protecting people is so important and the role that advisers play in ensuring that clients really understand the value of protection.
They also focus on younger clients, referring to their research which shows that young people don’t take out income protection because they feel it isn’t for them. Another area in their research is the role of women, who are often under-protected. They outline how advisers can help women see protection as a priority.
Listen to this episode on Spotify, Apple Podcasts and Amazon!
United States
