This next part of our latest Round Table discussion focusses on the impact that the new era of Income Protection Insurance products is having on advisers and advice businesses as well as on the existing and new business clients they serve – with the panel holding a number of different views on this issue…
Panellists:
- Russell Hannah – GM Sales, Marketing & Customer Experience, Integrity Life
- Phil Anderson – CEO, Association of Financial Advisers
- Michael Nowak – MD, Principal Adviser, Nowak Financial Services
- Dawn Thomas – Senior Financial Adviser, The Wealth Designers
- Jodie Douglas – Principal Adviser & Co-Founder, Mad About LIFE
- Chloe Arthur – Risk Insurance Lead & Business Succession Adviser, Findex
- Jaime Johns – General Manager, Madison Financial Group
- Brett Wright – Director & Platform Manager, LifeBid
Technology is the focus of the fourth and final segment of this Round Table discussion, in which our panellists reflect on the critical role to be played by technology in contributing to lowering costs, reducing complexity and giving back more time to advisers…