Getting comfortable positioning insurance workshop

Here are several strategies from insurance experts you can use to get comfortable talking about insurance with your clients. We certainly covered a lot of ground in this session, and really appreciate Anita Muecke, Cathay Kayess and Andrew Lane giving their time to share the stories, analogies, strategies and tips they have developed over the years to get comfortable having uncomfortable conversations about insurance with clients.

Here are a few snippets of what was discussed:

• Some favourite analogies advisers use to explain the value of insurance
• Making it ‘real’ for clients by getting them to visualise possible scenarios
• Understanding clients past relationships with insurance and their life events
• The soft skills required when facilitating their personal statement
• The risk research tools advisers are using

Here are some links and resources discussed in the workshop:

Russell Collins’ Risk Insurance Communication Skills HERE

LifeRisk Online HERE

MoneySmart Claims Comparison Tool HERE

Andrew Lane’s video demonstration, how to complete an insurance Fact Find from a blank piece of paper HERE

 

Connect with Andrew Lane HERE

Check out Andrew’s Linkedin HERE

Check out Money and Wealth Management LinkedIn HERE

 

Connect with Cathy Kayess HERE

Check out Cathy’s Linkedin HERE

Check out Affinitas Accounting website HERE

 

Connect with Anita Muecke HERE

Check out Anita’s Linkedin HERE

Check out AVA Insurance Consulting Group website HERE