How do you explain to a client why their coverage was denied? Or to a person close to you that they urgently need more coverage? In this episode, MDRT members explain how they share necessary information to handle challenging conversations.

You’ll hear from:

Yakov Baylis, CLU, ChFC

Edward M. Burnett, RICP

Russell L. Clousing, ChFC, CLU

Episode breakdown:

0:33 – Talking with a client who wants you to accept blame for their coverage being declined

1:44 – Helping clients with a family member who has long created problems for you

3:34 – Explaining the reason for a fee for financial planning

6:03 – Advocating to your own parent about the need for more coverage

Listen to the monthly series, MDRT Presents: @mdrtpresents