Just Covered
Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, and tune in for industry knowledge and inspiration. Let's dive into the world of financial services together!
Just Covered
Phil Jeynes | Shifting attitudes towards protection: The importance of long-term, post-sale customer care
In this episode of Just Covered, we meet Phil Jeynes, Director of Corporate Strategy at Reassured. Phil is a well-recognised and respected protection expert with more than 20 years’ experience. During our thoughtful chat, he reflects personally on the change he’s seen across the industry, particularly around emphasis for ongoing customer care and how training has evolved. He also talks about his health scare, with cancer, and the financial and emotional piece of mind that critical illness cover was able to offer him at an extremely challenging time.
This episode also covers:
· The evolution of protection sales, from sometimes aggressive and shocking tactics, to consultative and empathetic longer-term approaches.
· The importance of early and ongoing communication around protection policies to provide maximum benefit to the customer.
· The changing culture around accepting and discussing mental health issues and the financial and emotional burden of being either mentally or physically ill.