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Podcast: MDRT Podcast
Episode:

My most difficult income protection client

Category: Business
Duration: 00:12:09
Publish Date: 2019-02-01 06:00:05
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
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