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