[WEBINAR] Creating Urgency in Planning – How to Outsmart the Lizard Brain from John Hancock
Tuesday 06/20/2023 at 1:00 pm - 2:00 pm CDT
Estate planning and life insurance often go hand-in-hand, but moving your clients forward can be a challenge. The difficulty of mortality discussions, misconceptions around life insurance, and competing financial priorities all play a role — and, as it turns out, biology may also be to blame.
However, the stakes have never been higher — what would a change in health do to your clients’ ability to plan for their families?
Join Carly Brooks and Ana Canelos on Tuesday, June 20 at 1 pm CT to learn:
The science behind why clients may delay planning
The common barriers to moving forward with plans
Ways to build flexibility and control to overcome these hurdles and encourage action now
Estate planning and life insurance often go hand-in-hand, but moving your clients forward can be a challenge. The difficulty of mortality discussions, misconceptions around life insurance, and competing financial priorities all play a role — and, as it turns out, biology may also be to blame.
However, the stakes have never been higher — what would a change in health do to your clients’ ability to plan for their families?
Join Carly Brooks and Ana Canelos on Tuesday, June 20 at 1 pm CT to learn:
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