A true professional will carry a sales toolkit to anticipate any question or circumstance that may arise. Bhupinder S. Anand, ACII, Dip PFS, shares the contents of his CI toolkit that will give you all you need to raise your life, disability and critical illness sales productivity and confidence. Packed with practical, transferable and proven sales ideas, this is essential for anyone who wants to understand this miracle product better and write bigger and more cases to reach Top of the Table.

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2021 MDRT Annual Meeting Focus Session (English)

The CI toolkit – Maximizing your critical illness sales

BYU Vocal Point- Nearer My God To Thee

BYU Vocal Point Come, Thou Fount Of Every Blessing

Join us as I am the student along with everyone else to learn what a secondary market annuity is, what makes it different from other annuity contracts, what's in it for the annuity purchaser, and what the risks are.

EP 19 What Is A Secondary Market Annuity With Curt Gibbs And Nathaniel Pulsifer

BYU Vocal Point Praise To The Man (A Cappella)

Watch the video! https://www.youtube.com/watch?v=bl5TUw7sUBs

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Data & Picard (Updated)

Compare the difference of saying the first meeting is “free” versus “at your expense.” Change your words, and change the reaction you inspire. Bhupinder S. Anand, ACII, Dip PFS, explains how unusual language and impactful words have generated meaningful relationships and advanced his business. Presented at the 2017 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

The power of words

Most people walk around with a phone all the time, Gail B. Goodman notes, but rarely pick it up when it rings. How do advisors adapt to this modern change in technology and communication for prospects and clients? She offers tips to connect in new ways and refine strategies to understand how clients prefer to communicate. Presented at the 2017 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

Telephone tango: Getting appointments in a no-pick-up culture

Top Producer, Tom Love, talks about how he replaced his elevator speech with an Explanation of Services, based on Simon Sinek's concept that "Nobody cares WHAT you do, they care WHY  you do it.

Advisor Coach, Sandy Schussel, interviews top producer, Tom Love

Maybe you think you don’t have time. Maybe you think you don’t have anything unique to write about. Maybe you don’t think it will help you that much. Sunny Istar Lee, IAR, offers six steps to put into practice to help you move toward publishing your own book and reaping the rewards. Presented at the 2018 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

2018 MDRT Focus Session 

Write your book to inspire others and generate sales

Host David Kinder, RFC®, ChFC®, CLU® and co-hosts Michael Moffat and Curt Gibbs believe that the system is broken when it comes to traditional advice. We believe that traditional advice benefits the U.S. Government, Wall Street, and banks FAR more than the plan participants. Join us for many discussions to learn what we can come to know.

EP 19 What Is A Secondary Market Annuity With Curt Gibbs And Nathaniel Pulsifer

The Financial Advocacy Podcast