What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.

You’ll hear from:
MDRT Immediate Past President Gregory B. Gagne, ChFC
MDRT Second Vice President Clay Gillespie, CIM, CFP

Episode breakdown:
0:26 – Gaining clients whose previous advisors don’t know how to discuss retirement
2:26 – How education and confidence can overcome age differences between advisors and clients
4:30 – Creating peace of mind through established processes
5:37 – Using long-term-care insurance and thoughtful planning to prevent financial disaster
7:29 – Providing honest, direct information without taking the easy way out

Listen to the monthly series, MDRT Presents: @mdrtpresents

What you learn after years of working with clients facing retirement

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.

What you learn after years of working with clients facing retirement

MDRT Podcast