Episode 11 – Type 1 Diabetes
Hi everyone, this week Matt Rann is back with me and we are talking about type 1 diabetes. We are chatting about what diabetes is and how it affects the body, the potential complications that someone can experience and the insurance underwriting terms. The key takeaways: Type 1 diabetes can affect all areas of the [...]
Episode 10 – Group Insurance
Hi everyone, this week we are focusing on group insurance and we have Katharine Moxham from GRiD (Group Risk Development) with us. Katharine takes us through claims statistics, how free medical underwriting works, the benefits that an employer can access through these insurances and much more. The key takeaways: Group insurers paid £100 million in [...]
Episode 9 – Neurodiversity
Hi everyone, I have Matt Rann back with me and we are focusing upon neurodiversity. We are taking a look at accessing insurance when someone has ADHD, autism, dyspraxia and/or dyslexia. A big part of this session is focused upon adviser skills and responsibilities, to ensure that clients are supported. We also talk about potential [...]
Episode 8 – Menopause, Breaking the Taboo
Hi everyone, a slight change of schedule this week as we bring to you something a little different to our usual format. Last week I chaired a panel discussion with the ISC Group, focused upon 'Understanding the Menopause' along with Sian Fisher, CEO at the Chartered Institute of Insurance, Helen Dick, Senior Manager Underwriting & Claims [...]
Episode 7 – Bowel Cancer
Hi everyone, this week we are focusing on bowel cancer. This is a topic that is very close to Matt’s heart as he was diagnosed with Stage 3 bowel cancer some years ago. Matt is sharing his experience of spotting the signs of bowel cancer, pushing for extra medical checks and the time that he [...]
Episode 6 – Don’t Forget Protection
Hi everyone, this week Roy interviews Lee Robertson from Octo Members. Lee and Roy have an extensive chat about wealth management, protection insurance, signposting and more. Lee has built a platform that allows advisers, from many areas within financial services, to join together to share their knowledge. This private community is focused upon bringing together experts [...]
Episode 5 – Endometriosis
Hi everyone, this week we are back to protection insurance underwriting and the focus is upon endometriosis. This is a condition that is far more common than you think and with half of an adviser’s clients being female, one that we feel is good to know about. In most cases endometriosis will have little impact [...]
Episode 4 – Protecting Your Mortgage
Hi everyone, on this episode Andrew Montlake of Coreco, is joining us to chat about mortgages. We are talking about the need to discuss protection insurance, when a mortgage is being arranged. Andrew is the Chairman of the Association of Mortgage Intermediaries (AMI) and brings a very open mind over how mortgages and protection should [...]
