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MLC: Why Wellbeing is What Clients Want
November 22, 2023 @ 11:00 am - 12:00 pm AEDT
Insurer wellbeing offerings are prolific in the current market, but it’s not always clear how they align to individual client need & values. In this session we look at global research and behavioural finance to ascertain how advisers can use these offerings to enhance client experience and ongoing client engagement. We also explore the best ways to categorise and align specific types of wellbeing offerings to the right kind of client.
PRESENTER: Marshall Ross – Strategy & Risk Advice Manager
With over 9 years’ experience in the Life Insurance industry spanning a variety of roles from underwriting, new business and business development across multiple leading insurers and a family background in financial advice practice, Marshall is passionate about risk advice and assisting advisers to deliver efficient and effective outcomes for their clients.
Marshall holds a Bachelor of Business from the Queensland University of Technology along with a Diploma of Financial Planning and in his role as Strategy & Risk Advice Manager at MLC Life Insurance is involved in working with advisers on strategic risk advice and delivering educational content to MLC Life Insurance partners.