Trust & loyalty: how to win it and how to keep it

Tuesday, 18 May 2021
12:30 pm – 1:30 pm
    • Jeff Heasman

>> Event Overview

Trust and loyalty are the cornerstones of any successful business relationship, but more especially in insurance and financial services.

Trust has been compromised and loyalty challenged by a series of recent events which have been both within and outside our control. This webinar will examine the essential elements of what trust is, how to gain trust and keep it, as well as what to do when trust and loyalty are jeopardised.

>> Learning Objectives

By the end of the session, participants will be able to:

· Explain the fundamental components of trust and loyalty in insurance and financial services

· Identify the parcelling of the relationship of trust and loyalty between product, brand and adviser

· Implement a strategy to build trust and regain loyalty when a relationship has been compromised

>> More about our speaker

Jeff Heasman is a leading international trainer who specialises in communication skills within the insurance and financial services sector. Jeff is a certified practitioner in Neuro-Linguistic Programming (NLP) and a professional member of the Academy of Modern Applied Psychology.

In addition, Jeff holds a bachelor degree in laws from the University of Glamorgan and a master of laws degree from Swansea University, as well as a postgraduate certificate in teaching English language to adults.

Jeff spent many years in practice as a litigation executive, dealing with cases up to and including the Court of Appeal in London (England v IBC Vehicles Ltd) and as a senior liability adjuster at Crawford and Company. Subsequently he was Dean of the Faculty of Law at Cavendish University in Zambia, has been a tutor at Swansea University and a lecturer in international negotiation skills to MBA students at ESIC University in Spain.

Jeff now combines his experience and expert knowledge to provide communication skills training to prestigious organisations, companies and individuals throughout the world.

  • Webinar

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at

Ticket type Price   Qty  
Webinar plus Q&A