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MetLife

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  • Defined Benefit Transfers Workshop
    Defined Benefit Transfers Workshop
    Richard Evans, Intermediary Development Manager, MetLife and David Gregory, Business Development Manager, MetLife Recorded: Apr 5 2017 59 mins
    In this session we will:

    - Explore the Defined Benefit landscape and key challenges
    - Discuss the mechanics behind how a Defined Benefit scheme works
    - Consider the requirements needed for advisers to conduct Defined Benefit Transfers
    - Understand how and why TVAS’s and Critical Yields are used.
  • Guarantees to meet identified customer needs
    Guarantees to meet identified customer needs
    Peter Komolafe Recorded: Mar 15 2017 56 mins
    We are living in interesting times, witnessing an increasingly unpredictable political landscape impacting on economic conditions. With the fallout from Brexit and anticipation of more elections across Europe further contributing to sustained periods of global volatility, this is a trend that’s set to continue.

    Against this back drop we are seeing markets at record highs and client investment values equally high. How do we now position clients for what is expected to be uncertain times?
  • Delivering Customer Certainty in Challenging Times
    Delivering Customer Certainty in Challenging Times
    Richard Evans, Intermediary Development Manager, MetLife Recorded: Sep 29 2016 45 mins
    These are challenging times for investors. What are the challenges consumers face in securing stable and certain income through their retirement and in leaving a legacy for loved ones?

    Join Richard Evans, Intermediary Development Manager at MetLife, for this 45 minute webinar as we consider the key issues facing consumers in the run up to, and through, retirement. Drawing on research findings to illustrate the thoughts and expectations of clients in this space, Richard will provide details of how MetLife have responded to these needs via the use of real life case studies. He will demonstrate how MetLife's guarantees can help protect, recover and repair your client’s retirement position. There will be the opportunity to ask questions online during the session.
  • Retaining and maintaining your client base
    Retaining and maintaining your client base
    Jules Clark, Telephone Account Manager Recorded: Jul 26 2016 27 mins
    In this 30 minute session, we will cover:

    o The loss calculation – why client retention is so important
    o 5 practical ways to increase client retention
    o How the MetLife customer loyalty team can help you

    Join us for this practical 30 minute MetLife Academy Knowledge Webinar and take steps towards developing a more sustainable business.
  • Understanding human psychology and how it can help you grow your business
    Understanding human psychology and how it can help you grow your business
    Laura Heaps, Telephone Account Manager, MetLife Recorded: Jul 21 2016 30 mins
    Understanding human psychology and how it can help you grow your business.
  • Understanding human psychology and how it can help you grow your business
    Understanding human psychology and how it can help you grow your business
    Jules Clark, Telephone Account Manager, MetLife Recorded: Jul 19 2016 30 mins
    Understanding human psychology and how it can help you grow your business.
  • Understanding human psychology and how it can help you grow your business
    Understanding human psychology and how it can help you grow your business
    Andy Paterson, Sales Desk Manager, MetLife Recorded: Jul 15 2016 38 mins
    Understanding human psychology and how it can help you grow your business.
  • Pension Freedoms - One Year On
    Pension Freedoms - One Year On
    Mark Baldwin, Distribution Development Director, MetLife, and Richard Evans, Intermediary Development Manager, MetLife. Recorded: Jun 9 2016 40 mins
    Pension Freedoms - one year on. This webinar will review what we have witnessed since April 2015 to consider the challenges your clients face in securing stable and certain income through retirement.

    Join Mark Baldwin, Distribution Development Director, MetLife, and Richard Evans, Intermediary Development Manager, MetLife, for this 40 minute webinar where we will consider the key issues facing your clients in the run up to, and through, retirement.

    Drawing on research findings to illustrate the thoughts and expectations of clients in this space, they will provide a high level overview of how guarantees can help protect, recover and repair your client’s retirement position.
  • Pathways for a More Certain Retirement with Budget Update
    Pathways for a More Certain Retirement with Budget Update
    Richard Sheppard and Andy Carlisle, Intermediary Development Managers Recorded: Mar 17 2016 61 mins
    Join Andrew Carlisle and Richard Sheppard, our tax and retirement experts, as they provide a timely update following the previous day's Budget and a concluding roundup of the issues discussed throughout our successful nationwide series of adviser workshops. They will also share the findings of MetLife's new thought leadership report 'The Exposed Generation'.
  • Adviser Webinar with Fidelity: Secure Assets and Certainty in Volatile Times
    Adviser Webinar with Fidelity: Secure Assets and Certainty in Volatile Times
    Richard Bamforth, MetLife and Stuart Rumble, Fidelity Recorded: Jan 20 2016 31 mins
    Join us for this 30 minute webinar where we'll address the potential impact of the diverging monetary policy and its contribution to the increased market volatility that we are witnessing in major markets around the world on Fixed Income markets.

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