How can you boil down the big concept of retirement into smaller pieces? In his 2016 Annual Meeting presentation, “4th generation retirement planning,” MDRT Past President Guy E. Baker, MSFS, CLU,...
In theory, you already talked to all of the people closest to you when you were building your business. If you have, in fact, had these conversations and wondered why some...
Throughout the world, people can bypass a financial advisor and go online to buy life insurance. In some Asian countries, this reality seems particularly alarming since the life insurance market...
If your clients have enough money for retirement but worry about how to generate their income, Adrian George, CFP, TEP, breaks down their savings into five areas: Minimum guaranteed income ...
A few years ago, Thomas W. Young, CLU, ChFC, saw a movie that reminded him of a situation he experiences as a financial advisor. In the movie, vampires took over a...
Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients...
There are always plenty of variables when it comes to insurance, and disability policies are no exception. Ratings, in particular, can add complexity. Without experience, explaining the complicated nature of...
On October 13, 1998, I received a call that changed my life forever. “Stuart, am I ready to die?” Her name was Juwita, however I used to call her “my sunshine” because...
It was 1988. I was going door to door selling life insurance policies. A few months into the business, I had to deliver my first death claim check. The $10,000 check...
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Let’s do lunch “I invite clients who have referred me a...
The pandemic deeply impressed upon me the power of process in driving growth, working with clients, marketing my business and even in working from home. I was using a process I...
Sometime in February, when this pandemic was ravaging China and we had a few cases in India where I live, I started thinking about what would happen with my business...
When you stop learning, your business stagnates. Take a few minutes to read our MDRT Blog readers’ five most-read posts in 2019 and keep learning and growing in 2020! 5) 3...
Sometimes clients don’t fully understand the value of life insurance or other financial products that protect their future income. When that happens, one method is to compare it to something...
Specializing measurably benefits your career. It sets you apart from peers, offers instant credibility, allows for thoroughly understanding clients’ professions and creates efficiencies. For me, specializing and scaling are how...
