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Podcast: Ensombl Advice Australia
Episode: Insurance Podcast #1 - Adam Crabbe and Katherine Hayes
Description: Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26020523-403900010.25 Client Care & Practice0.25 Technical Competence0.25 Regulatory Compliance and Consumer ProtectionIn this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine Hayes, Director and Financial Advisor at Hayes & Co Insurance Services. They explore how financial planners can more confidently and profitably re‑engage with life insurance - especially risk and claims work - by using pre‑assessment tools, streamlined health questionnaires, and collaboration with risk specialists and insurers to better serve clients amid industry change.Adam Crab...