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S2E18 Insurance Needs Analysis
Manage episode 443397594 series 3591847
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Working out how much life, TPD, trauma and income protection insurance someone needs used to be a key part of a financial adviser's training. But with the decline of insurance, Nathan and Jordan thought it might be worth revisiting this crucial, but often controversial topic.
They discuss:
- how they each come up with their insurance coverage recommendations
- how falling in love with an overly complicated calculator can lead to all sorts of headaches
- the fundamental nobility that exists in persuading people to hold an appropriate level of insurance
And the key point they explore is just we can - as a profession, and as practitioners - efficiently translate this information from our 'model' or calculator, into our advice documents.
It doesn't feel like it's been cracked quite yet, but we'd love to hear your thoughts correcting our naive ignorance!
Nathan:
Jordan:
LinkedIn:
Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.
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