Episode 1: Setting an Insurance Policy Up for Success

Written By Sacha Loutkovsky

Are you a financial adviser who wants to enhance your insurance offering for clients, but not sure where to start? Are you a Professional Year adviser who wants to learn all about the insurance process? Then you’ve come to the right place!

In the first episode of the Ensombl/TAL podcast “Enhancing Your Insurance Advice” Series, I speak with Anita Muecke, Owner of AVA Insurance Consulting Group. We discuss topics including:

  • Setting up an insurance policy for success through getting comfortable with difficult medical conversations,

  • Managing client expectations throughout the process, and

  • Finding the value in the insurance policy over its lifetime.

Click here to listen, access the episode transcript, and learn more about our guest.

Sacha Loutkovsky
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Episode 2: Ensuring a client’s policy remains in force, with Hayden White
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Podcast Launch: Enhancing Your Insurance Advice