Podcast: Ken Maxwell discusses “A broker’s perspective on the underwriting challenges for high-value life cover” on IFA Talk
Director Ken Maxwell was recently invited to speak on the IFA Talk podcast, sharing a broker’s perspective on the underwriting challenges for high-value life cover.
Ken covered a range of topics with hosts Sue and Meg, including:
- Capacity issues for large cases
- How previous health issues can affect premiums
- Differences in underwriting decisions at the various insurers
- Delays at the insurers and reinsurers when the cover needs to go to their pricing team
Listen to the podcast on:
Spotify: https://open.spotify.com/episode/1vQgml8GS4Qs1BuxxwgsoM
Apple Podcasts: https://podcasts.apple.com/us/podcast/ni-p-podcast-14-a-brokers-perspective-on/id1620321604?i=1000716093288
Amazon music: https://music.amazon.com/podcasts/42df8555-7d8c-44c0-a3fc-3870eb559404/ifa-talk
Thank you to IFA Talk for featuring Ken on the podcast.
Other Insights
‘Advising UHNW clients on life insurance and estate liquidity’ by Jacob Fay, published in IFA magazine
Advisors working with high-net-worth and ultra-high-net-worth clients in the UK are operating in an increasingly complex environment when it comes to estate planning. A central concern is how to manage substantial inheritance tax (IHT) exposure [...]
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