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Empathy & understanding: Finding insurance solutions for older clients

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Manage episode 485653034 series 3364077
Content provided by ivari. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ivari or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

To see our full legal disclaimers, please visit ivari.ca/podcast

  continue reading

70 episodes

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Manage episode 485653034 series 3364077
Content provided by ivari. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ivari or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

To see our full legal disclaimers, please visit ivari.ca/podcast

  continue reading

70 episodes

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