What do you do when clients need you to travel great distances or be there for them in profound, indefinite ways? In this episode, MDRT members share the circumstances that prompted them to rise to the occasion.

You’ll hear from:

Yakov Baylis, CLU, ChFC

Edward M. Burnett, RICP

Russell L. Clousing, ChFC, CLU

Episode breakdown:

0:32 – Courting early-rising clients in the waste-hauling business

1:58 – Memories from the middle of the night

3:09 – “Going anywhere to see anyone”

5:21 – Utilizing vacation time to see clients in person

5:47 – Helping friends through scary and unknown circumstances

7:48 – Making sure every bill gets paid

10:58 – Understanding portability options for group life insurance

Listen to the monthly series, MDRT Presents: @mdrtpresents