In a different world, there are different ways to approach the way you communicate with clients about their coverage. In this episode, MDRT members share how they have adjusted discussions of unemployment, retirement and more.

You’ll hear from:

Lam Pui Ka

Brad J. Myers

Leena Parwani, MBA, Cert CII

Episode breakdown:

0:34 – A difficult lesson about non-disclosure cases

7:22 – Revising plans for older clients who have lost their jobs

13:44 – Reframing the pandemic as a preview of retirement

16:05 – Figuring out how to explain the benefits of insurance to someone who doesn’t believe in it

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