Business
How the pandemic changed how I discuss insurance
2021-07-01
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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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