My most difficult income protection client
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.\n \nYou\u2019ll hear from:\n\nMichael Bibb, BA, DipPFS\n\u201cSunny\u201d Jae Lee, IAR\nShelley MacIntyre, CHS\nElli Schochet, CFP\n \nEpisode breakdown:\n \n0:34 \u2013 The regrets of a client who didn\u2019t believe in insurance\n2:22 \u2013 How to prevent that result next time\n3:35 \u2013 The heartbreak of tragic timing\n5:05 \u2013 A new view of \u201cthe ones that got away\u201d\n7:29 \u2013 Client forgetfulness and unrevealed information\n9:37 \u2013 Changes to communication and understanding\n\nListen to the new monthly series, MDRT Presents: @mdrtpresents