LTMA Launch Pad Session 15: Insurance needs of your “Boomer” clients (MLC Life Insurance)

Who are your Boomer clients? What do we know about them and their insurance needs?

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This is a recording of LTMA Launch Pad Session 15: Insurance needs of your “Boomer” clients:

Who are your Boomer clients? What do we know about them and their insurance needs?

This session, brought to you by our partners at MLC Life Insurance, will dive into how these clients’ needs change and what is most important to them when it comes to insurance.

  • How do you continue to advise these clients on insurance?
  • What advice strategies can you use to manage needs vs affordability?
  • What levers can be pulled from a product point of view?
  • How do you continue to meet Best Interest Duty?

These are some of the questions we will explore in our session. Along with looking at claims statistics that impact this generation and how you might best engage with them.

Session run by: Donna Wilson (Distribution Engagement Manager) & Justine Marquet (Head of Product Technical Services and Regulatory Services)

CPD Allocation – 0.75 Hours (Technical) | Life Insurance


Your Instructor


Donna Wilson & Justine Marquet
Donna Wilson & Justine Marquet

Donna has been working in the financial services industry for nearly 20 years. She has been with MLC for the last 3 years and has vast experience in client engagement, relationship building, advice, coaching and training staff.

Justine is Head of Product Technical Services and Regulatory Services for MLC Life, providing technical advice strategy, insights and thought leadership to the business and our partners to support the best possible outcomes for customers.



Frequently Asked Questions


When does the on demand Session start and finish?
The on demand session starts now and never ends! It is a completely self-paced online replay - you decide when you start and when you finish.
How long do I have access to the on demand session?
How does lifetime access sound? After enrolling, you have unlimited access to this on demand session for as long as you like - across any and all devices you own.
Will I get CPD points for this on demand session?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + complete 100% of the "Course" including all LECTURES to qualify... the good news is when you complete the "Course" you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

If you liked this session be sure to check out and 'enrol' in any of our other LTMA Launch Pad sessions as well.

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