• Mass Market to High Net Worth – Serving All Segments

  • Nov 26 2024
  • Length: 58 mins
  • Podcast

Mass Market to High Net Worth – Serving All Segments

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  • Summary

  • In this episode we discuss optimizing different strategies and product sets for different markets, leveraging technology for segmentation, the importance of client education, and future trends in the protection market.

    Our Guests:

    • Matt Herz of COVR
    • Scott Stevenson of Foundation Risk Partners
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