SupportingVulnerable Clients: Ethical Practices in Insurance

June 16, 2025

12:30

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Description

This webinar is tailored for insurance brokers to equip them with the knowledge and tools necessary to effectively identify, engage with, and support vulnerable customers.The session explores the ethical, legal and practical aspects of vulnerability within the insurance industry, ensuring brokers are prepared to meet regulatory expectations while maintaining empathetic and customer-focused practices.

Objectives

-Understand the concept of vulnerability, its drivers, and its implications for the insurance industry-Learn ethical and practical strategies for identifying and supporting vulnerable customers throughout the insurance lifecycle-Develop skills to balance regulatory compliance with empathy and professionalism when interacting with vulnerable customers