A client experience when I didn't know what to do

MDRT Podcast

What do you say if a client complains? Or if you need to help clients understand adjustments that are requested by underwriting? In this episode, MDRT members share times when they weren’t sure how to communicate with clients, and what they did to improve the situations. You’ll hear from: Xiao Chen Chad Demarre Maria Josefa Garcia Stacy L. Kahan, CLU, RFC Episode breakdown: 0:36 – Figuring out how to respond to client complaints 2:08 – Executing conversations about changes necessary for policy approval 5:23 – Ensuring that clients know you take their health seriously 7:44 – Anticipating and reacting to adversity Listen to the monthly series, MDRT Presents: @mdrtpresents