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Clarifying important information with difficult clients
Clarifying important information with difficult clients

Jul 01 2022

Clarifying important information with difficult clients

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.

By MDRT

Topics Covered

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