The one thing advisers should be doing to boost client retention and referrals
*Our first in-depth retail insurance quantitative study (n = 1,191) conducted in July 2018 and is the largest of its kind in examining consumers and business owners who have purchased life insurance through an adviser. MetLife researched three groups: Consumers who have sought professional financial advice on life insurance (“consumers”); Consumers who are not currently using a financial adviser but are likely to see an adviser about life insurance in the next two years (“potentials”); Small to medium enterprises with up to 20 employees who have sought professional financial advice on life insurance (“SMEs”). The report provides a snapshot of consumer and SME attitudes towards financial advisers, and their level of confidence about their life insurance, along with actionable insights into how advisers can further improve the customer experience.
© MetLife Insurance Limited (MetLife) 2017. While care has been taken in preparing this material, MetLife does not warrant or represent that the information, opinions or conclusions contained in this information are accurate. The information provided is general information only is current as at the time of production. It has been prepared without taking into account your personal objectives, financial situation or needs and you should consider whether it is appropriate for you. It is not intended to be a substitute for professional advice and should not be relied upon as such. MetLife recommends that you obtain independent and specific advice from appropriate professionals before implementing a financial strategy, including reading any relevant product disclosure statements and/or terms and conditions.
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