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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Mettez-vous hors ligne avec l'application Player FM !
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How the pandemic changed how I discuss insurance
Manage episode 296454793 series 1030513
Contenu fourni par MDRT Podcast. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par MDRT Podcast ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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
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149 episodes
Partager
Manage episode 296454793 series 1030513
Contenu fourni par MDRT Podcast. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par MDRT Podcast ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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
…
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149 episodes
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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