How to Master Client Conversations in Medicare & Financial Planning

Getting the right information from clients can make or break a financial or Medicare planning appointment. In this video, I cover the essential questions that uncover a client’s needs, values, and preferences so we can build a personalized and effective plan.

From health history and current insurance to desired outcomes, mastering these client insights is key to building trust and driving results. Whether it’s Medicare, retirement planning, or annuities, I’m here to share how the right questions can lead to the best solutions.

 

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Key Topics Covered: -Importance of Understanding Client Goals

-Health History as a Foundational Insight

-Client's Current Insurance and Coverage Preferences

-Financial Details and Insurance Needs

-Building Trust and Personalizing the Approach

 

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