Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit.
 
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
 
Episode breakdown:





Listen to the monthly series, MDRT Presents: @mdrtpresents

– Being reminded about the importance of coverage and planning

– Turning difficulty into clarity and strengthened protection

– Advocating for clients to protect their staff

– Applying coverage options for different populations

Changes I made to foster growth in my business

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.