What if the most important part of financial planning isn’t building wealth — but protecting it?

In this episode, Trish Gregory shares her journey into insurance specialisation and explains why specialist advice can completely change outcomes for clients and families. The conversation covers trust, mental health claims, AI in advice, and the growing importance of protection in modern financial planning.

Reach out to Trish:
Website - hcis.com.au
Linkedin - linkedin.com/in/trish-gregory-finance

Key Topics

Introduction to Trish Gregory
Transition to Insurance Specialization
The Role of an Insurance Specialist
Client Relationships and Trust
Perceptions of Insurance
AI in Insurance
Future of Insurance

Soundbites

"Insurance is like a seatbelt; you only appreciate it when you need it."
"Specialization in insurance leads to better client outcomes."
"Building trust is essential for accurate risk assessment."
"AI is streamlining complex medical assessments in insurance."

Chapters

00:09 Introduction and Guest Background
01:14 Podcast Co-hosting and Audience
03:11 Career Transition and Specialization
05:43 Client Experience and Insurance Process
20:53 Addressing Insurance Misconceptions
35:14 AI's Role in Insurance
37:29 Future Trends in Insurance
46:43Closing Thoughts and Advice

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