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