income protection

Tessa is joined by Katie Dennehy, Digital Account Manager at Underwrite Me to talk all about how they are transforming the protection industry through technology, helping Insurers and Advisers to write protection more efficiently. 

Talking points:

- Introducing Underwrite Me -  When was this founded? What is your role and how long have you been working for the company?

- What services do you offer? / Who do you work with?

- The Importance of insurance / protection

- How are you changing / contributing to the protection industry?

- How does the process work?

- How easy is it for advisers and insurers to navigate your website? How does this tie into their daily processes and communication with clients?

- Are there any costs to the adviser for using your services?

- Any upcoming events you would like to mention?

Follow Katie on LinkedIn.

Visit Underwrite Me here.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.

Tessa is joined by Chloe England, Telephone Account Manager at The Exeter, an insurance provider of Income Protection, Life Insurance, Private Medical Insurance & Cash Plans. 

Talking points:

What is The Exeter all about? How long have you been working for the company? 

What can you help with?

Where does the financial adviser / broker come in?

Insurance statistics - what are you noticing?

How are you overcoming the most common protection objections?

Are there any costs involved? Is there a fee to the  adviser for using your services?

Visit The Exeter here.

Follow Chloe on LinkedIn.

Brought to you by the team at The Lead Engine who specialise in generating leads for financial advisers and brokers.

Insurance Expert, Matt Chapman believes protection for your clients or business is not only important but essential in life. We often perceive this as a sales tool and secondary product rather than a necessity. As a mortgage adviser, where do you start? How do you explain this to clients? Through Matt's coaching programme, he helps to explains the who, what, where, when, why and how through a holistic approach.

Talking Points:

How important do you think protection is? Do you think all Advisers/Brokers agree?

People are often put off by insurance  - how do you deal with it?

Any stats on the amount of unprotected mortgages? Unprotected businesses? Brokers to clients?

Types of protection - life, critical, income protection, business protection - different tactics?

What does protection coaching entail?

Follow Matt on LinkedIn.

Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services. 

Alex & Tessa tease what's coming in the next episode of the Advisers Assemble podcast with Insurance Expert, Matt Chapman. 

The statistics for unprotected mortgages and businesses is astounding, so Matt is helping to change the perspective of insurance through his coaching programme.

This episode is brought to you by the team at The Lead Engine

The world is pretty unpredictable these days. Floods, fires, pandemics, what's next? Well, Natasha Janssens is here to tell you that there are ways to keep your money secure no matter what happens in the future.

CREDITS

Host: Rachel Corbett
Contributor: Author & founder of Women With Cents Natasha Janssens. Check her out on Instagram @womenwithcents or head to her website womenwithcents.com.au.
Managing Producer: Elle Beattie
Lead Producer: Rachael Hart
Producer and Editor: Amy Kimball

This episode of Small Change does not constitute financial advice or take into account individual circumstances. Always seek your own independent financial advice.

Nova Entertainment acknowledges the traditional custodians of the land on which we produced this podcast, the Gadigal People of the Eora Nation. We pay our respect to Elders past and present. 

See omnystudio.com/listener for privacy information.

Just before she went through the major life change of motherhood, Katie sat down with Tom and Angus Baigrie to discuss her journey through the world of Insurance; a journey so adventurous it has even taken her halfway up Everest. Listen in as Katie talks to Tom and Angus about her past, what brought her into insurance, and her thoughts on how diversity and inclusion has changed recently within the financial services industry.

Welcome back after lockdown and restrictions! Weddings are back and so are we! This is a bumper episode with not one, but two great guests!
This episode we speak to the charismatic Wayne Lennan. Wayne is a specialist in advising, creating and servicing Risk Insurance Programmes (Life Insurance, Income Protection, Keyman Insurance, Partnership Protection) for individuals, families and businesses. He is the owner of Insurance for Living located in Newcastle but servicing people Australia wide. Wayne says "I believe that my clients and their families should be able to live with the peace of mind knowing that they will be looked after financially in the event of illness, accident or death. I see myself as their personal financial life saver…"
Wayne can be contacted on 0412494243 or 02 49256125 and email him at
wayne@insuranceforliving.com.au. Visit his website at https://www.insuranceforliving.com.au.
We also speak to the fabulous Genevieve Dennis from Easy Name Change. Gen has some interesting stats and information about changing your name and explains how her business helps couples do it... stress free! Did you know the typical bride has an average of 22 organisations to change names with? And most companies require the same repetitive information, completed on various forms, all sent to different addresses? That's where Easy Name Change comes in!

Easy Name Change are a technology company that streamlines the process of creating custom personalised notifications for over 2,000 organisations around the world. Just select your companies and provide some brief personal information, then they'll provide customised paperwork ready for you to sign and send. Where the customer doesn't yet have their new name sorted they also provide the necessary forms and explain the process.

Easy Name Change quickly grew to offer personalised kits in the UK, Canada and New Zealand. In 2012 Easy Name Change launched in the USA. All programming and development is done in house and they employ a team of research assistants to keep global databases up to date.

Geneivieve can be emailed at  gen@easynamechange.com  and her website is very helpful- visit https://www.easynamechange.com/au/

As always, I'm available for assistance, enquiries, feedback and bookings. Call 0424041212 or email margie@metamorphis.com.au. Visit http://www.metamophis.com.au or join the fun on the Metamorphis Ceremonies facebook page- https://www.facebook.com/MetamorphisCeremonies

Thanks for listening and being part of the Wedding Wombat community!

Michelle Tice, Financial Advisor with Strategic Wealth Specialists, joins me this week with an eye-opening conversation. Michelle talks about why it's crucial for every business owner to have a clear exit strategy in place, and how to develop a plan for protection and peace of mind.

When you hear the word insurance, what do you think of? Probably car insurance, health insurance, home and contents insurance... But is there something you're forgetting?

Renae Vercoe is here to tell you that you're probably not insuring the most important asset of all...

CREDITS

Host: Rachel Corbett
Contributor: Financial advisor & founder of Money Mode Renae Vercoe. Check her out on Instagram @moneymode_or head to her website moneymode.com.au.
Managing Producer: Elle Beattie
Lead Producer: Rachael Hart
Producer and Editor: Amy Kimball

This episode of Small Change does not constitute financial advice or take into account individual circumstances. Always seek your own independent financial advice. 

See omnystudio.com/listener for privacy information.

The most important thing when it comes to getting a mortgage is the rate right?

Wrong.

In this episode we talk about why interest rates are the last consideration when it comes to arranging a mortgage.

We talk about lot's of other stuff too and finish off with a chat about the machine you should always insure!

Hope it's useful and as always if you want to talk about your mortgage or insurance then get in touch with us via the website www.shawfinancialservices.co.uk

Angus talks to Ste Clark, Fi Rooney and Maddy Gunn, 3 highly experienced Searchers who live with disabilities, about disability and how it affects their lives. Covering a wide range of topics this conversation gives great insight into the lives of people who live with a disability. 

On this weeks episode of the Money Mentor Ken discusses Financial Planning for Business Owners. Why be a business owner and how successful business owners can transfer company profits into personal wealth. 

team@money-mentor.ie

www.money-mentor.ie

https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK

https://www.amazon.com/Getting-Naked-Business-Shedding-Sabotage-ebook/dp/B0032ZD0OI

https://www.amazon.com/Blue-Ocean-Strategy-Uncontested-Competition/dp/1591396190

https://www.imdb.com/title/tt2005151/

https://www.imdb.com/title/tt2582802/

Thank you for listening - Money Mentor Team

 When COVID-19 hit Canada in March 2020, Maytree took action to protect the rights of all peoples.  In this episode, Elizabeth McIsaac speaks with host Sukanya Pillay about Maytree's strategies:

• to protect people from being evicted,
• in joining with other organizations on strategic litigation to protect the rights of persons living in homelessness
• to provide income security when jobs were being lost or suspended,
• on why Maytree insists on listening and learning from people with lived experiences,
• at all levels their focus on foundations and building a human rights culture, and
• the important roles of civil society and government in a national crisis.

The Maytree Foundation works to end systemic poverty and structural inequalities by building in human rights-based solutions.  In this lively discussion, Elizabeth reveals some of Maytree's effective strategies for building strong vital communities, working with local, provincial and federal governments to end poverty and bringing human rights laws and principles into decision-making that works for all.  
 

Maytree's website is here:  https://maytree.com/

Some of Maytree's responses to COVID-19 is here:  https://maytree.com/what-we-focus-on/income-security/covid-19-crisis-resources-and-responses/

Maytree's summer 2020 report to the City of Toronto "Engaging Lived  and Living Expertise in  COVID-19 Recovery" is here: https://maytree.com/publications/engaging-lived-and-living-expertise-in-covid-19-recovery-planning/
 

Maytree's 2020 policy backgrounders, submissions, and op-eds on fighting poverty are here: https://maytree.com/publications-2019/

Thanks to OMS Entertainment for Sound Editing