LTMA Launch Pad Session 3: The fight for future markets (Integrity Life)

How to attract and engage 1st time buyers

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This is a recording of LTMA Launch Pad Session 3: The fight for future markets – how to attract and engage 1st time buyers

This session, brought to you by our partners at Integrity Life will look at the next major demographic and economic customer segment – Millennials. What makes them tick? What is their ideal product mix? What are their pain-points and how can advice businesses present an approach to risk and financial security that will attract and retain this demographic?

This session will be include global research on consumer trends and local research conducted by Integrity Life. In addition, we will be providing a guide on:

  • how to adapt your marketing
  • acquisition strategies to maximize your leads
  • how to get your share of this important future market.

Session run by: Natalie Sargeant (Head of Customer Experience)
& Jordan Kerr (Content & Conversations Manager)

CPD Allocation – 0.25 Hours Technical / 0.5 Hours Client Care & Practice | 0.25 Hours Insurance / 0.5 Hours Skills (ASIC)

Your Instructor

Jordan Kerr & Natalie Sargeant
Jordan Kerr & Natalie Sargeant

Jordan Kerr – Content and Conversation Manager.

Jordan has spent the last 13+ years working in content and digital marketing having spent most of the that time with the Virgin Group of companies, where he’s work with the likes of Richard Branson. He’s led many multi-award winning marketing campaigns and even had his content featured at international film festival.

Natalie Sargeant – Head of Customer Experience.

As Integrity Life's head of customer experience she’s been instrumental in delivering a better customer experience, as well as developing their award-winning Adviser portal for the retail market. Motivated by her personal experience with life insurance claims, she views the world through the customer lens. She's also danced with Mick Jagger!

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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