Marshall Ross

9 January 2024

Aligning the Right Product with the Right Client

With the variations of product structures and features available on the market, it’s essential to have a nuanced process to making product recommendations to…

More than a Needs Analysis: Getting the Sum Insured Right

When it comes to risk advice, the needs analysis is just the beginning of the conversation. While it’s important to understand where a client's financial…

6 July 2023

An insurance conversation without product: how to really talk to clients about risk and the value of life insurance

Family budgets are a near-constant battleground of competing priorities. Costs are rising but wage growth isn’t necessarily keeping pace, making it harder…

29 May 2023

How to help clients manage premiums during the cost-of-living crisis

It’s no secret that cost-of-living pressures have increased significantly recently. It seems as if prices have gone up for everything from groceries to…