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The Client Meeting Part 2

In this session, Dr. Dave discusses the process of conducting client meetings focused on Medicare. He emphasizes the importance of understanding clients' needs through discovery, providing a comprehensive overview of Medicare Part A and Part B, and explaining the necessity of Medicare Supplement Plans. The session also covers the various options available for Medicare Supplement Plans and the tools agents can use to compare these plans effectively. The conversation concludes with a reminder of the importance of tracking client preferences and preparing for the next session.