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