Hi, everyone! As I am sure you can imagine I am always looking for ideas about what to cover in the podcast. We’ve done lots on health conditions, I’ve done deep dives into insurance products, commented on market developments, but I was absolutely shocked to realise I have not done a specific episode of vulnerable clients.
Most of you probably recognise my name as a specialist protection insurance adviser and really specifically someone that helps people with higher health risks. I’ve often spoken about the needs of vulnerable clients and been involved in multiple industry events for this topic. I’ve even won an award or two.
So it seems silly that I have not covered this before and I am going to make sure that I give you as many tips as I can during the episode.
The key takeaways:
Vulnerability is very subjective and it can also change over time. Sometimes people can think, well we’ve never come across this before and we will just handle it if it happens. Which you can do, but it is much easier if you have a clear structured process in place. Your clients and your colleagues will thank you for it.
Next time Alan Knowles will be back with me and we will be deep diving into fatty liver disease.
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