My most difficult income protection client
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