
June 15, 2023
Creating Urgency in Planning : How To Outsmart The Lizard Brain
Tuesday, June 20th
11:00 am PST
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 11 am PST 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