Consumer Demand and Need for Advice

PODCAST

Consumer Demand and Need for Advice

June 17, 2020

Podcast: Consumer Demand and Need for Advice. In the overall consumer landscape, some products are designed for self-service, and others require specialized advice and even hand holding. Traditionally, financial products fell into the latter category. Yet more recently, we’ve seen a trend toward and a rising demand for more self-service and non-traditional sources of advice.

Hear from Maria Ferrante-Schepis, President of Maddock Douglas, as she discusses consumer trends around purchasing financial products pre- and post-pandemic.

Maria Ferrante-Schepis

About Maria Ferrante-Schepis:

Maria’s mission is to help leaders shape their own future versus having it shaped for them by outside forces. She brings expertise from over 25 years work in the insurance and financial services industry.

For the last eight years at MD, Maria has worked in multiple roles driving client engagement and thought leadership as a speaker and author at MD. In her role as President, her mission is to help leaders in critical industries focused on supporting the health, lifestyle and mental well-being of the public. To read her full bio click here.

Consumer Demand and Need for Advice

About the Host

Jon Cooper

Jon is an entrepreneur with a passion for solving problems through innovation. With over 15 years experience in the insurance industry, Cooper has held leadership roles spanning across technology, consulting and corporate development. Cooper holds a bachelor's degrees from The University of Pennsylvania and an MBA from The Wharton School, where he is a frequent lecturer, and was the recipient of three entrepreneurship awards.

Drop your email below for updates on our podcast!

PODCAST YOU MIGHT LIKE

PODCAST
The Emergence of Continuous Underwriting

We know it’s in everyone’s best interest for policyholders to live a healthy and long life. What else can the industry do to align incentives and drive a positive outcome for the consumer and the carrier?

PODCAST
Continuing the Momentum

Insurers and advisors have the responsibility of delivering an intangible solution that often includes a complex product. How do we make this more tangible and transparent for all involved?

PODCAST
2020 and the Sense of Urgency

The life insurance industry had its own 'operation warp speed' in 2020. Many accomplishments and innovations were achieved, but as far as customer expectations go, did we catch up?

Scroll to top