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How to measure success in the time of COVID-19

Ruthie Sy-Juanson

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How has COVID-19 altered the business success measures of financial advisors? Ruthie Sy-Juanson, CPA, CIS, a six-time MDRT, opens up about how the pandemic changed her perception of success in her business. “Majority of prospects don't get a plan because they want to stay liquid and hold on to their cash, especially at this uncertain time,” Sy-Juanson said. “We need to enlighten our clients on how financial planning can protect them from risks. Hospital confinement, home quarantine, critical illness, and even your family's income continuity can be covered by insurance. Buying insurance is buying money at a discount.”
 

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