Jan 27 2023
Selling life insurance? Motivating questions for businesses and families
You’ll close more with these questions from MDRT member Josh Bernard, of Grand Cayman Island, BWI. He shares questions you can ask clients and prospects to identify gaps in their financial planning in their business and for their families.
By Joshua S. Bernard, QFA
Topics Covered
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![Three pieces of financial advice in 2023 [Justin Anthony Aseron]](https://www.mdrt.org/globalassets/digizuite/27990-en-ph_video-interview_three-pieces-of-financial-advice-in-2023_justin-aseron_video-3_thumbnail.png?height=268&crop=0,0,268,268)
![Social media content guide for financial advisors to effectively reach your audience [Juan Miguel Flores]](https://www.mdrt.org/globalassets/digizuite/27984-en-ph_video-interview_social-media-content-guide-to-effectively-reach-your-audience_migs-flores-thumbnail.png?height=268&crop=0,0,268,268)
![Tips and techniques to help clients achieve their financial goals [Justin Anthony Aseron]](https://www.mdrt.org/globalassets/digizuite/27987-en-ph_video-interview_tips-and-techniques-to-help-clients-to-achieve-financial-goals_justin-aseron_video-2-thumbnail.png?height=268&crop=0,0,268,268)
![Financial planning for SMEs or small business owners [Rene Eduardo Dimaliuat Jr.]](https://www.mdrt.org/globalassets/digizuite/27934-en-ph_video-interview_financial-planning-for-small-business-owners_rene-dimaliuat-jr_thumbnail.png?height=268&crop=0,0,268,268)
![Financial management guide in 2023 [Justin Anthony Aseron]](https://www.mdrt.org/globalassets/digizuite/27935-en-ph_video-interview_financial-management-guide-for-your-clients-in-2023_video-1_justin-aseron_thumbnail.png?height=268&crop=0,0,268,268)
![Content creation for financial advisors [Juan Miguel Flores]](https://www.mdrt.org/globalassets/digizuite/27932-en-ph_video-interview_content-creation-for-financial-advisors_video-1_migs-flores_thumbnail.png?height=268&crop=0,0,268,268)
