Insurance Podcast 1 – Adam Crabbe and Katherine Hayes

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection 0.75 CPD Pts

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Podcast

Insurance Podcast 1 – Adam Crabbe and Katherine Hayes

Details

In this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine Hayes, Director and Financial Advisor at Hayes & Co Insurance Services. They explore how financial planners can more confidently and profitably re‑engage with life insurance – especially risk and claims work – by using pre‑assessment tools, streamlined health questionnaires, and collaboration with risk specialists and insurers to better serve clients amid industry change.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Regulatory Compliance and Consumer Protection

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Insurance Podcast 1 – Adam Crabbe and Katherine Hayes

Podcast

Insurance Podcast 1 – Adam Crabbe and Katherine Hayes

Quiz

Details

Learning Outcomes

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