Do you review clients’ plans if they say they already have income replacement? Do you not only ask about their coverage but frequently review it to make sure the policies match up with client needs? In this episode, MDRT members discuss errors they have made in how they have approached income replacement and the benefits of learning from these mistakes.

You’ll hear from:

Everett Revere Foxx

Steven Genoff, CFP

Brandon Green, ChFC, CLU

Dana Mitchell, CLU, CFP

Episode breakdown:

0:27 – You can’t discuss if you don’t ask

2:01 – Are clients ever reluctant to show you their policies?

2:53 – Avoiding yes/no questions

4:30 – Getting clients in their 20s to think critically about the future

6:06 – The need to review coverage more frequently

Listen to the new monthly series, MDRT Presents: @mdrtpresents