Insurance Podcast 4 – Jake Reus

Earn 0.75 CPD Points

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

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

Insurance Podcast 4 – Jake Reus

Details

In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & Co. They discuss how a multi-service financial advice firm can embed life insurance into holistic client relationships, using structured philosophies, motivational conversations (CAMS), team training, and process design to improve client protection, business performance, and adviser capability.

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 4 – Jake Reus

Podcast

Insurance Podcast 4 – Jake Reus

Quiz

Details

Learning Outcomes

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