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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit. You’ll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:28 – Being reminded about the importance of coverage and planning 3:57 – Turning difficulty into clarity and strengthened protection 5:38 – Advocating for clients to protect their staff 8:19 – Applying coverage options for different populations Listen to the monthly series, MDRT Presents: @mdrtpresents
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