Catherine Morgan - Understanding People's Mindsets

Hi Everyone,This is my first solo hosting episode, please be gentle with me!Catherine Morgan is joining me to start off this season. We are talking about people's mindsets, embedded beliefs that dictate how we feel about finances and whether we do or don't trust insurance. I came away with some personal revelations about how my money mindset has been shaped since childhood.We also chat about Catherine's experience applying for insurance having had Post Traumatic Stress Disorder (PTSD) and a recent claim on private medical insurance.Our 3 key takeaways,1. 90% of our decisions are based upon emotions.2. The typical types of questions that will be asked about post traumatic stress disorder and eating disorders, when you apply for protection insurance.3. Two case study clients that have experienced PTSD and the insurances that were available to them, including a specific life insurance that has a permanent self-harm and suicide exclusion.Catherine owns The Money Panel and has her own podcast In Her Financial Shoes. This year she has also launched a financial coaching programme and I recommend that you take a look at it.I hope that you enjoy this episode (quickly hides in case solo hosting isn't my strongest skill!). Next time I have Roger Edwards joining me and we are going to be talking about what we like in marketing and insurance, and some no nos.

Om Podcasten

When you set out to get things like life insurance, critical illness cover or income protection, many people do not think that they are going to hit any snags along the way. But! Insurance is a world of risk and there are times that a persons circumstances will make insurers sit back and have an extra think about offering the insurance. Why?! This podcast is designed to answer that why. Kathryn Knowles is joined by guests to bring a clear and open chat about how insurance works. Kathryn brings her experience as a "quirky" life and the voice of the consumer to the discussion. She does this alongside her work as a specialist adviser, who is known for insuring the uninsurable.