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
Barry Kellegher | Seeing the world differently: Using life-altering events to bring advice to life
In this episode of Just Covered, Hazel and Wayne invite Legal & General Performance Manager, Barry Kellegher. Unlike many, Barry has a unique perspective on customer protection, having been on both sides of the fence. He talks honestly about how his personal health crisis has transformed his outlook on life, death and critical illness cover. And most importantly, he opens-up on how he now views the value of his own work, including how it informs the advice he gives to other people. It’s a touching, thought-provoking insight.
This episode also covers:
· Life insurance and critical illness cover and the emotional relief they provide to customers and their families during otherwise challenging times.
· Helping clients prepare for the unthinkable and having difficult discussions, while still delivering exceptional and empathetic service.
· The importance of encouraging your customers to talk about their lifelong aspirations and goals, as well as their long-term wishes for family, as part of holistic financial advice.