How can you present HNW Insurance to help meet client needs?

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  • One of the issues with Life Insurance is that everyone (providers and brokers) focus on products – apart from the client, who thinks about their actual needs. To what extent must this change?
  • What are the actual needs of clients, and why do they need wealth solutions and HNW Insurance anyhow?
  • Is there a need for liquidity in succession planning? Do clients have cash available for issues like inheritance tax? Mortgages? Loans? Etc.
  • How does HNW Insurance need to be structured as part of a holistic wealth and legacy planning strategy?
  • How important is after sales service in Life Insurance? How are policies monitored in the long term?

Chair

Jeremy Young  
Global Head of Distribution and Product Strategy
Transamerica Life (Bermuda)

Panel Members

Tim Denton

Executive Vice President, Head of Wealth Structuring
Habib Bank AG Zurich

Simon Price
CEO
DIFC Insurance Association (DIFCIA)

Priyanka Roy Jivani
Partner
1291 Group

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