Financial wellbeing: How protection plays into client's financial happiness

‘The universal element is to help clients be happy with the money they have’

clock • 4 min read
Financial wellbeing: How protection plays into client's financial happiness

Financial experts discussed the importance and value of advisers engaging with clients on their financial wellbeing during a recent COVER webinar, in association with Aegon.

Financial wellbeing may mean different things to different people, but for financial advisers it should be one of the cornerstones of any protection conversation, particularly given the economic unpredictability created and exacerbated by the Covid pandemic. During the recent The role of protection in supporting your clients' financial wellbeing webinar, hosted by COVER in association with Aegon, a panel of experts dissected how protection and financial advisers alike can play a more promi...

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