Inside IP

Greg Levine - stepping outside of the advice comfort zone


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In this episode we're joined by Greg Levine, Managing Director of Sales and Distribution at Vitality. Greg made the leap from designing cars to life and health insurance about six years ago, so we’re interested in his take on the world of protection and whether we can learn a thing or two from the outside. We talk about why advisers shouldn't be afraid to step outside of their comfort zone if they're not protection specialists, and how asking stupid questions (if there is such a thing) can lead to new revenue streams and happier clients.

Hosted by Roy McLoughlin, co-chair of the Income Protection Task Force and Associate Director at Cavendish Ware.

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Inside IPBy Income Protection Task Force