58 min listen
My most difficult income protection client
FromMDRT Podcast
ratings:
Length:
12 minutes
Released:
Feb 1, 2019
Format:
Podcast episode
Description
How do you ensure the best protection for your clients if they dispute the value of insurance? Or if timing or withheld information prevents a policy from moving forward? In this episode, MDRT members share memories of the most memorable and challenging clients when it comes to protecting their income.
You’ll hear from:
Michael Bibb, BA, DipPFS
“Sunny” Jae Lee, IAR
Shelley MacIntyre, CHS
Elli Schochet, CFP
Episode breakdown:
0:34 – The regrets of a client who didn’t believe in insurance
2:22 – How to prevent that result next time
3:35 – The heartbreak of tragic timing
5:05 – A new view of “the ones that got away”
7:29 – Client forgetfulness and unrevealed information
9:37 – Changes to communication and understanding
Listen to the new monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Michael Bibb, BA, DipPFS
“Sunny” Jae Lee, IAR
Shelley MacIntyre, CHS
Elli Schochet, CFP
Episode breakdown:
0:34 – The regrets of a client who didn’t believe in insurance
2:22 – How to prevent that result next time
3:35 – The heartbreak of tragic timing
5:05 – A new view of “the ones that got away”
7:29 – Client forgetfulness and unrevealed information
9:37 – Changes to communication and understanding
Listen to the new monthly series, MDRT Presents: @mdrtpresents
Released:
Feb 1, 2019
Format:
Podcast episode
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