How going through trying times can lead to new possibilities

What are you adjusting in terms of your technology or communication during this difficult period? Are you helping clients recognize how essential it is to prepare for the unexpected? In this episode, MDRT members share how they are taking setbacks and turning them into opportunities. You’ll hear from: David Eric Appel, ChFC, CLU H. Richard Dobson Jr. Julianne Hertel, CLTC Episode breakdown: 0:26 – Office processes that can become more refined during difficult times 1:15 – Examining your communication style with clients regarding mortality 2:51 – Taking this time to reflect and make sure all necessary coverages are in place 3:45 – Communicating the proactive nature of planning and protecting 6:05 – How insurance companies are adapting to current challenges Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/ Listen to the monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.