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My most difficult income protection client


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How do you ensure the best protection for your clients if they dispute the value of insurance? Or if timing or withheld information prevents a policy from moving forward? In this episode, MDRT members share memories of the most memorable and challenging clients when it comes to protecting their income.

You’ll hear from:

Michael Bibb, BA, DipPFS
“Sunny” Jae Lee, IAR
Shelley MacIntyre, CHS
Elli Schochet, CFP

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