Turning segmentation into your future-proofing weapon of choice
The way we think about client segmentation needs to be turned on its head.
Alex Burke
September 17, 2019
The way we think about client segmentation needs to be turned on its head.
The chief retail insurance officer at AIA Australia, Pina Sciarrone, has three key ideas to consider:
In this client case study, we look at how the value between advice and insurance and how it helped Pasquale not only get back on his feat, but make changes in his life.
In this client case study learn what the partnership between insurance and advice can really look like and the critical difference it can make.
In this AIA Australia claimant story, we meet Phil who was left unable to work after a knee injury that resulted in twelve operations and left him unable to work.
They say you should hope for the best but plan for the worst. This is why.
Craig spent his life helping others. He was a surgeon, teaching others and treating patients both in Australia and with the Australian army. However, after a near-deadly bike accident revealed a hidden disease, he found himself without a job, without income and without hope. Fortunately, his adviser pointed him towards insurance and Craig’s story changed from one of tragedy, to one of renewed purpose.
A herniated disc sounds agonising enough. But add to that the fact that you’re a brand-new parent, and you’re in whole new world of pain. This was the reality for Andrew and his family when he got injured at work. With wife Hayley on maternity leave and Andrew out of work (and a long medical journey ahead of him), just keeping up with the mortgage wouldn’t have been possible if it hadn’t been for the insurance cover they’d had the foresight to take out.
An accident or illness can have devastating consequences for clients, and that’s before financial considerations are even taken into account. In this AIA Australia claimant story, we see the profound impact having family insurance has made for the Conroy family and the role their financial adviser played in making this happen.
An accident can have devastating consequences for clients, both physically and emotionally. In this AIA Australia claimant story, we meet Adam Cherry who was left unable to work after a motorbike accident, and learn how his AIA income protection insurance helped to relieve the financial stress he was facing while he recovered.
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