Select Language

Select a Language
If you click Change User the user id will update, triggering a page reload, which will propagate that new user's context on the page. If you click the refresh button after you select a new user it will refresh and take you back to the original logged in user.
Log in to access resources reserved for MDRT members.
  • Learn
  • >
  • Let clients design their own policy

Aug 30 2024 / Global Conference

Let clients design their own policy

What if there was a way for clients to directly match their coverage to their needs, therefore ensuring satisfaction and avoiding objections? Discover Lim Meow Lih’s strategy for establishing this design-your-own-policy approach for clients and how it can help you enhance your efficiency and flexibility with new markets. 

By Lim Meow Lih

Topics Covered

Financial planning Objections

Share

AUTHOR

Featured in this video

Lim Meow Lih

Lim Meow Lih has been in the financial services profession for 29 years and strives for total leadership and excellence in personal sales and organizational development. She was nominated as a finalist for the Asia Trusted Life Agents and Advisors Award for 2022, is the co-author of the book “Big Deal” and has received various awards for training new leaders as well as for her personal sales performance.

Recently Added

Power questions in objection handling image

Power questions in objection handling

By Mariana Sofia CFP, MCom (IS)

Read
A.B.C.D.E. your way to referrals image

A.B.C.D.E. your way to referrals

By Zinc Goh Zhi Yin

Read
Let clients design their own policy image

Let clients design their own policy

By Lim Meow Lih

Read
Developing personalized, repeatable systems for continued success image

Developing personalized, repeatable systems for continued success

By Shuk Ping Joyce Wu, BA (Hons), FChFP

Read
Client-driven referrals How social media makes them chase you

Client-driven referrals: How social media makes them chase you

By Glen Alexander Winata

Read
Achieve multiple MDRTs annually with these 4 E’s

Achieve multiple MDRTs annually with these 4 E’s

By Bharat Vadilal Parekh

Read
Pocket concept retirement planning image

Pocket concept retirement planning

By France Zaguirre

Read
Strategies to successfully manage a diverse client base in India [Muhammad Husain A. Chitalwala]

Strategies to successfully manage a diverse client base in India

By Ayushi Sharma

Read
Signs to identify the need for brand reinvention as a financial advisor and steps to achieve it [Surojit Kala]

Signs to identify the need for brand reinvention as a financial advisor and steps to achieve it

By Surojit Kala

Read
Strategies to navigate and maximize warm markets for long-term success [Edmund Teo]

Strategies to navigate and maximize warm markets for long-term success

By Edmund Teo

Read
From mortgages to clients: Attracting clients with smart strategies

From mortgages to clients: Attracting clients with smart strategies

By Michael Joseph Haggerty, CPCA, CFP

Read
Productivity hacks for financial advisors

Productivity hacks for financial advisors

By Nikhil Varma

Read