Breaking Barriers | Navigating Grief and Turning Beneficiaries Into Clients

It’s time to get uncomfortable and talk about grief.

Part 1: May 10th  12:00-1:00pm EST
In this session we’ll discuss navigating the sensitive conversations with beneficiaries when delivering a death benefit and hear best practices from experienced agents on what to say and how to help a grieving beneficiary. 
 
Our Panelists will include: 

• Bereavement specialists
• Agents sharing their experience delivering death claims
• Claims specialist on the claims process

You’ve delivered the claim; now what? Turning Beneficiaries into clients.

Part 2: May 11^th   12:00-1:00pm EST 
During our second session we’ll discuss how to help beneficiaries manage their death benefit and spotlight potential obstacles, and identify opportunities unique to different communities and generations.

Our Panelists will include: 

• Agents sharing their experience including beneficiary sales ideas
• Agents sharing best practices on how to help your clients see the bigger picture of generational wealth and helping families navigate financial life stages through financial products