Episode 5 – The Value of Trusts
Hi everyone, we have Charlotte Rogers joining us in our latest episode to talk about the value of Trusts. Charlotte has an incredibly moving story to share about how her life was turned upside down by a life insurance policy that wasn’t written into Trust. A Trust is designed to get the insurance payout to [...]
Episode 4 – Money and Mental Health
Hi everyone, in our latest episode I have Conor D’Arcy Head of Research and Policy at the Money and Mental Health Policy Institute joining me. They have recently published a report about their findings into how insurance and mental health are mixing together. Titled the ‘Written Off? report the institute have highlighted where things are [...]
Episode 3 – Family Medical History
Hi everyone, we have Matt Rann back with us for the first time in Season 7 and we are focusing upon family medical history and how this can impact insurance applications. There are lots of things to know in terms of what you need to tell insurers about your family medical history and what you [...]
IBTS – Updates to HIV Underwriting
Hi everyone, we have a brilliant inbetweenysode for you with some updates to insurance options for people living with HIV. It has been a long time coming but the past 3 years have seen big steps being made to improve options for protection insurance for people that have a diagnosis of HIV. The key takeaways: [...]
Episode 2 – Comparing Critical Illness Cover
Hi everyone, we are back a little later than usual with the second episode of Season 7. Don’t worry I’m going to make up for it with an inbetweenysode soon. We have Paul Roberts from CIEXpert joining us on this episode to talk about critical illness cover and how it has changed since it became [...]
Episode 1 – The Tables Are Turned
Hi everyone, it’s the start of Season 7 and we have an episode different to any other we have done so far. Setul Mehta is taking over as guest host and it is myself and Roy that are in the spotlight, being quizzed about our take on insurance advice and the way the industry is [...]
Episode 9 – Critical Illness Cover Masterclass
Hi everyone, we are kicking off the New Year with a masterclass in advising in critical illness cover. Alan Knowles from Cura Financial Services is joining us to take us through some case studies of arranging critical illness cover for people with disclosures that can lead to exclusions and premium increases on critical illness cover. [...]
Episode 8 – Not Just the Money
Hi everyone, we are talking about value added benefits that often come with protection insurance policies. Be it access to remote GPs, second medical opinion services, mental health support or more, these extras can make an insurer really standout as a good place for your clients. In this episode we are looking at how value [...]
