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Are you dealing with challenging obstacles in your personal, private or business life? Are you now or have already dealt with major life changing events in your life like death, divorce or employees who aren’t working for your practice? We all have struggles, it’s a matter of how we choose to handle them and what we can do to get past them. This interactive session will help you think through these challenges to move on with your life. Having maintained his own life insurance-focused practice for more than 25 years, Appel will share lessons learned and techniques used to establish his own unique value to prospects, clients and advisors. Appel will also touch on the importance of continued prospecting and what is necessary to prepare a client properly in advance of underwriting and completing a life insurance application.

What are you adjusting in terms of your technology or communication during this difficult period? Are you helping clients recognize how essential it is to prepare for the unexpected? In this episode, MDRT members share how they are taking setbacks and turning them into opportunities.

You’ll hear from:
David Eric Appel, ChFC, CLU
H. Richard Dobson Jr.
Julianne Hertel, CLTC

Episode breakdown:
0:26 – Office processes that can become more refined during difficult times
1:15 – Examining your communication style with clients regarding mortality
2:51 – Taking this time to reflect and make sure all necessary coverages are in place
3:45 – Communicating the proactive nature of planning and protecting
6:05 – How insurance companies are adapting to current challenges

David Appel’s practice thrived on countless in-person interactions that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies important strategies for making impactful, timely changes in your practice — whether because of a pandemic or for new, virtual efficiencies.

MDRT, as part of the Help Protect Our Families initiative, presents a conversation with David Eric Appel, CLU, ChFC, and George B. Sigurdson, CLU, to examine how advisors can help clients and prospects see the value of life insurance. Appel and Sigurdson share their ideas for guiding clients to obtain adequate coverage, including grasping the urgency of making a purchase before it’s too late. Plus, an appearance by a special guest.

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies important strategies for making impactful, timely changes in your practice — whether due to a pandemic or just a need for new, virtual efficiencies.

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies the significant impact that emails can have for your practice — whether due to a pandemic or just a need for new, virtual efficiencies.

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies the significant impact that virtual road shows can have for your practice — whether due to a pandemic or just a need for new, remote efficiencies.

Field underwriting can be long and tedious, but all that pre-work can help you stand out with clients and carriers.

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies important strategies for making impactful, timely changes in your practice — whether due to a pandemic or just a need for new, virtual efficiencies.

Have you considered how the current crisis will affect various deadlines? Have you thought ahead to how your business will adapt when people are back in the office? In this episode, MDRT members address a variety of issues worth thinking about during this unexpected and challenging situation.

You’ll hear from:
David Eric Appel, ChFC, CLU
H. Richard Dobson Jr.
Julianne Hertel, CLTC

Episode breakdown:
0:27 – Paying attention to deadline extensions
1:16 – Considering how to get back to business when quarantines end
2:01 – Determining how to continue as if nothing has changed
3:36 – Contextualizing this event in the history of difficult times
4:23 – Acknowledging the impact of the presidential election and related tax laws