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What to do when client information catches you off-guard

MDRT

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What happens when an established client surprises you with previously undisclosed debt, or when you have to give a client difficult news about a policy someone else set up for them? In this episode, MDRT members discuss how they have adapted when startling information is revealed and adjusted their communication moving forward.

You’ll hear from:

Daniel Evan Jossen, CFP
Keunhwa Lori Moon
David John Munson Jr.

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