5 important things to remember about working with sandwich generation clients
According to a 2013 study by the Pew Research Center, nearly half of U.S. adults age 40-59 have a parent 65 or older while also raising a young child or...
Tag Archives: financial planning
Insurance coverage during wartime
By Satish Sharma In early 1990, I was trying to convince a woman to buy an insurance policy for her husband. They had two daughters, but the woman was absolutely against...
Helping clients understand that smoking may impact their coverage
By Elli Schochet, CFP People think if they have one or two cigarettes they’re casual smokers — they’re not really a smoker. We recently had a situation with a young fellow...
Riding away from stress
Ten years ago, Christopher Lim Geok Meng, ChFC, CLU, knew he needed to find a way to break out of an overworked routine. With national parks and seaside paths nearby,...
3 lessons from parenthood that will make you a better leader
By Adam A. Solano Jr., CRPC The picture below is one of my all-time favorites. It was taken in 2005 on a Friday after work when my four children begged me...
Understanding sandwich generation challenges from experience
It would be wonderful if all scenarios involving caring for family members went smoothly. Unfortunately this is not the case. Michael G. Herman, ChFC, LUTCF, knows this from personal experience. When...
2 mindsets to drive innovation
Competing with two other companies for a multimillion-dollar account, Josh Linkner suddenly found himself seated in first class next to the prospect he was trying to convince to hire him....
3 effective ideas for prospecting
Want to find new clients, work better with current clients or both? MDRT members have seen success with the following ideas: Avoiding the inheritance tax When you are in your...
Staying organized with reluctant prospects
It would be easy to brush aside anyone who does not jump at the chance to work with you. Some would argue that it is more efficient not to...
Treating your clients to surprisingly good food and drinks
By Beth Lachance Hesson, CLU, CFP In our office, we have a high-end cappuccino/espresso coffeemaker. My son makes wonderful coffee with the little designs on the top, and it really makes...
The complexities faced by sandwich generation clients
The term “sandwich generation” sounds cute and benign, as if you are resting comfortably between parents who are sturdy on their own and kids who gently need you, with everyone...
Use technology to enhance connections with clients
By Jean M. Mathieu, CLU I brought in a group of clients and asked them to review our service, our process and everything else. One of the things they wanted was...
How you should emulate the same values as your clients
You assume that your clients will prioritize their family over their work. Elizabeth Dipp Metzger, MSFS, CFP, says it’s a good thing if your clients expect that you will do...
Master a low-pressure approach that builds trust
When you build a repeatable prospecting process, you can ensure your business keeps growing, said Alex Braun, a 21-year MDRT member from Melbourne, Victoria, Australia, in his MDRT Annual Meeting...
Engage clients’ senses
Think of a significant event from your childhood. Chances are, you can remember smells, sounds, tastes, temperature or texture from your experience. When an experience engages your senses, Bryon Holz,...
