Is Buying an Insurance Book Right for You? Here’s What You Need to Know - Mike Tonks - podcast episode cover

Is Buying an Insurance Book Right for You? Here’s What You Need to Know - Mike Tonks

Nov 06, 202450 minTranscript available on Metacast
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Episode description

Podcast guest Mike Tonks Director of: https://www.rmafinancial.co.nz/team/mike-tonks/


Chapters


00:00 Investing in Business: A Personal Journey

03:32 Navigating Commercial Lending and Initial Investments

06:31 Building Trust with New Clients

09:27 The Importance of Client Relationships

12:26 Evaluating the Right Book of Business

15:16 Maximizing Value in Client Bases

18:42 Marketing Strategies for Young Families

21:17 The Gateway Products in Insurance

24:46 The Dynamics of Health Insurance Marketing

28:08 Understanding Insurance Commissions and Client Needs

31:02 The Importance of Comprehensive Coverage

33:02 Navigating Client Conversations on Affordability

34:40 The Impact of Claims on Client Retention

37:44 The Value of Health Insurance in Critical Situations

40:42 Innovations in Health Insurance Products

43:26 Public Perception of Health Insurance Post-COVID

43:54 Adapting Business Strategies in Economic Downturns

46:40 Leading Through Challenges and Maintaining Morale