Does protection get the level of attention that it requires? Podcast by Ken Maxwell in IFA Magazine
In a recent episode of the IFA Talk Podcast, our director, Ken Maxwell, joined Sue Whitbread and Brandon Russell to discuss the importance of client protection.
During the interview, Sue brought up an interesting point, questioning whether IFAs prioritise safeguarding their clients’ wealth with the same level of attention as they do in helping them increase it.
Ken suggested that the need for clients to protect their wealth after retirement is, in many cases, often overlooked. He also noted that, when a client is passing on succession planning to the next generation, utilising life insurance to provide the liquidity to pay for Inheritance Tax is a strategy often missed.
Ken also discussed:
• Protecting client wealth during their lifetime – personal and business
• The benefits of income protection and shareholder protection
• The % of businesses who are underinsured or not insured.
Our thanks to Brandon for organising and Sue for co-hosting. You can listen to the full episode below here.
_____
John Lamb Hill Oldridge | The UK’s Foremost Specialist Protection Adviser
Author: Max Maxwell, director at John Lamb Hill Oldridge.
Podcast – IFA Magazine, April 2023
Other Insights
John Lamb Hill Oldridge celebrates 65-year anniversary with a partners’ dinner
This year, John Lamb Hill Oldridge celebrates its 65th anniversary. As part of the celebrations, the company held a partners’ dinner on Tuesday 1st October. The event was held at Wild by Tart in Belgravia, [...]
‘John Lamb Hill Oldridge introduces a specialist team to support you in arranging insurance-based investment products for high-net-worth clients with global assets’ by Jacob Fay
Offshore bonds aka PPLI aka Insurance based investment products John Lamb Hill Oldridge offers advice and intermediation (placement) and ongoing servicing for offshore bonds and is fully regulated to give this advice in the UK. [...]
‘Late summer snapshot: The life insurance market’ by Holly Hill
Associate Director Holly Hill provides an overview of the UK and international life insurance market, detailing how demand and capacity have changed in recent months and the impact this has had on underwriting. Demand We [...]
