When advisors can motivate clients to stop smoking
Do clients understand how smoking may impact their insurance coverage? How can you approach these conversations? In this episode, MDRT members discuss how they educate their clients and also how their meetings can inspire them to change their behavior.
You’ll hear from:
Michael Bibb, BA, DipPFS
Sunny Istar Lee, IAR
Shelley MacIntyre, CHS
Elli Schochet, CFP
Episode breakdown:
0:29 – Client vs. insurance definition of “casual smoker”
2:18 – What clients have to do first
2:57 – Being aware of how clients see themselves
4:00 – Delaying a policy until a client is smoke-free
5:24 – When advisors wind up getting clients to stop smoking
You’ll hear from:
Michael Bibb, BA, DipPFS
Sunny Istar Lee, IAR
Shelley MacIntyre, CHS
Elli Schochet, CFP
Episode breakdown:
0:29 – Client vs. insurance definition of “casual smoker”
2:18 – What clients have to do first
2:57 – Being aware of how clients see themselves
4:00 – Delaying a policy until a client is smoke-free
5:24 – When advisors wind up getting clients to stop smoking
