The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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How the pandemic changed how I discuss insurance
MP3•Episode hjem
Manage episode 296454793 series 1030513
Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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
…
continue reading
155 episoder
MP3•Episode hjem
Manage episode 296454793 series 1030513
Indhold leveret af MDRT Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af MDRT Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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
…
continue reading
155 episoder
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