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Agents of Change

We’ve all got our reasons to make positive changes in life. That includes you and your clients.

Updated: 30/11/2021

Sharing the benefits of healthy living.

Financial advisers are uniquely positioned to help their clients make positive lifestyle choices. By asking the right questions and recommending the most suitable products, you can seriously enrich and empower the lives of people. That’s why we believe advisers can be Agents of Change.


Watch our video series.

Over the coming weeks, our Agents of Change video series will explore the ways that financial advisers are bringing Shared Value to clients and how they can also benefit as a result.
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Part Four.

In part four of our Agents of Change video series, we quiz some top protection advisers about which clients benefit most from a rewards programme that incentivises healthy lifestyle choices. Spoiler alert! It’s not just those who are young and already physically active.
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Watch time: 5 mins

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Part One

In part one, we ask: Can financial advisers encourage their clients to make positive lifestyle choices?

Watch video

Part Two

In part two, we ask: Why is it so important to talk about the additional value that rewards and benefits can bring?

Watch video

Part Three

In part three, we ask: How can advisers bring their own experiences into conversations with clients?

Watch video

Part Four

In part four, we ask: What sort of clients can benefit most from a rewards and benefits programme?

Watch video

Where to next?

  • Speaker Series

    Our monthly Speaker Series webinar examines the most topical and thought-provoking issues affecting us today, through a lens that explores exactly what they might mean for financial advisers.

  • Clinically Speaking

    Specifically for our advisers, these short expert videos discuss a topical clinical subject and look at healthcare trends, data insights, and clinical research.

  • Insights Hub

    Original research and industry debate on the most inspiring subjects, we’ve got the insights you need.

  • Vitality Academy

    Learn and stay up-to-date with industry knowledge, trends, and Vitality products.