Seeing critical illness coverage at work
One of my clients, age 52, was diagnosed with breast cancer and had to undergo surgery. This was shocking news for her and all of her friends, and she found...
Tag Archives: insurance
You might be missing a financial planning cornerstone: Insurance
Worldwide, we face a dreadful undercoverage of insurance. Too many financial advisors have become simply wealth managers, not realizing that insurance is the foundation of a financial plan. It’s crucial...
What impresses underwriters?
To get on an underwriter’s good side, submit an application that gives them a full picture of the client. “If there is full disclosure on something, and a good field agent...
The importance of understanding underwriting better
When you trained to be a financial advisor, you learned how to find and solicit prospects, discover their gaps of need and close the sale. But your regimen probably did...
2 ways to talk to clients about long-term care
Clients need to know about long-term care but may be reluctant to consider the thought of declining health in the future. MDRT members have seen success with these strategies to...
