Empathy & understanding: Finding insurance solutions for older clients
Manage episode 485653034 series 3364077
Michelle Apollinaro is back to discuss the unique challenges and opportunities of working with older clients. Michelle and DeeAnn delve into the importance of empathy, understanding, and trust-building when advising older clients, who may be skeptical of insurance products due to past experiences. Michelle shares her 30 years of expertise, offering practical tips on how to address the specific needs and concerns of older clients, from financial legacies to affordability issues.
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70 episodes