FIG EXTRA: Have a Client Need – But Not the Insurance Solution?
You Don’t Need to Know the Insurance Solution Clients do not always arrive with a clearly defined insurance need. Sometimes they bring you an objective: Other times, they bring you …
FIG EXTRA: Your Client Already Understands This DI Conversation
START WITH THE MORTGAGE.The DI conversation gets a lot easier from there. For many clients, “protecting your income” can feel abstract … Protecting the mortgage payment doesn’t. You probably have …