Insurance as a “grown-up” milestone
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Insurance as a “grown-up” milestone
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In this episode, DeeAnn is joined again financial advisor Michelle Apollinaro to unpack a simple shift that may help you resonate with younger clients: position it as a normal “grown-up” step—right alongside buying a first home, getting married, or starting a family.
Listen in to hear practical ways to lead with what clients are already juggling (cash flow, student debt, mortgages), surface their real financial footprint, and use clear, emotional language that protects their priorities without pressure or jargon.
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