Help your clients plan for their income in retirement
By Clay Gillespie, CFP, CIM In my practice, I deal with clients who are retired or close to being retired. For marketing purposes, my No. 1 prospect is someone five years...
Tag Archives: retirement planning
Showing respect and the fast passage of time to millennial clients
Travis D. Manning, CFP, CLU, has seen increased engagement from many millennial clients. The eight-year MDRT member from Caledonia, Ontario, Canada, also recognizes the importance of respecting the knowledge they...
Adjusting to change in India and finding opportunities
In the midst of change, opportunity abounds for life insurance sales and retirement planning in India, predict top financial advisors there. “India is going through a demographic shift,” said MDRT member...
Help retirement clients safely get down the mountain
Obviously, climbing Mount Everest is no small feat. But just as important as getting to the top is safely arriving back down at the bottom. Matthew Blocki, ChFC, CFP, a four-year...
3 ways to sustain success
Success doesn’t happen accidentally. And sustained success can be even more difficult in a profession where you often start from zero every January. Randy L. Scritchfield, CFP, LUTCF For 33-year MDRT member...
One powerful question to ask clients about retirement
It doesn’t matter if it’s a younger client or an older client. It doesn’t matter if the client has a lot of large assets or more modest ones. During the...
Basic essentials to address in clients’ retirement
How can you boil down the big concept of retirement into smaller pieces? In his 2016 Annual Meeting presentation, “4th generation retirement planning,” Guy E. Baker, MSFS, CLU, identified three...
Talk to older clients about the tax benefits of qualified charitable distributions
Let’s say you want to donate $100,000 to charity. Would you rather give that amount directly to the organization or withdraw $100,000, pay $40,000 in taxes and have only $60,000...
When clients are concerned about having enough money in retirement
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 ...
