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Shaping the Future: How Lenders Are Empowering Advisers
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In this episode of Master Later Life Lending, host Will Hale is joined by Nick Birdseye (L&G), Dave Harris (more2life), and Lyndsey Charnock (Canada Life) to explore how lenders are supporting advisers with innovative products, better tools, and customer-focused strategies.
From the impact of Consumer Duty and evolving client needs to standout product innovations and tech-driven collaboration, this conversation offers expert insights into how lenders and advisers can work together to shape the future of later life lending.
Chapters
1. Introduction to Later Life Lending (00:00:00)
2. Longevity Impact on Retirement Planning (00:01:53)
3. Evolving Products for Changing Needs (00:06:30)
4. Advisor Support and Education (00:10:35)
5. Technology's Role in Lending Processes (00:17:22)
6. Future Market Growth and Opportunities (00:24:31)
7. Closing Thoughts and Next Steps (00:29:22)
15 episodes
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