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4 ways insurance & financial advisors can support clients with dementia
By Joe ElsasserClients with dementia are vulnerable, and advisors must protect their financial interests.
News and information for property & casualty insurance agents & brokers on how to sell property & casualty insurance to a wide range of customers, how to compete with disruptors like Lemonade or Metromile, how to upsell existing clients, how to attract new clients, how to broaden the range of insurance products they sell, how to reach specific markets, how to market their agency or brokerage, how to increase brand awareness.
Clients with dementia are vulnerable, and advisors must protect their financial interests.