Clarifying important information with difficult clients

MDRT Podcast

How do you explain to a client why their coverage was denied? Or to a person close to you that they urgently need more coverage? In this episode, MDRT members explain how they share necessary information to handle challenging conversations. You’ll hear from: Yakov Baylis, CLU, ChFC Edward M. Burnett, RICP Russell L. Clousing, ChFC, CLU Episode breakdown: 0:33 – Talking with a client who wants you to accept blame for their coverage being declined 1:44 – Helping clients with a family member who has long created problems for you 3:34 – Explaining the reason for a fee for financial planning 6:03 – Advocating to your own parent about the need for more coverage Listen to the monthly series, MDRT Presents: @mdrtpresents