A mistake I made in discussing income replacement coverage
Do you review clients\u2019 plans if they say they already have income replacement? Do you not only ask about their coverage but frequently review it to make sure the policies match up with client needs? In this episode, MDRT members discuss errors they have made in how they have approached income replacement and the benefits of learning from these mistakes.\n \nYou\u2019ll hear from:\n \nEverett Revere Foxx\nSteven Genoff, CFP\nBrandon Green, ChFC, CLU\nDana Mitchell, CLU, CFP\n \nEpisode breakdown:\n \n0:27 \u2013 You can\u2019t discuss if you don\u2019t ask\n2:01 \u2013 Are clients ever reluctant to show you their policies?\n2:53 \u2013 Avoiding yes/no questions\n4:30 \u2013 Getting clients in their 20s to think critically about the future\n6:06 \u2013 The need to review coverage more frequently\n\nListen to the new monthly series, MDRT Presents: @mdrtpresents