Creating urgency in planning — how to outsmart the lizard brain

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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 2 p.m. ET 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