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