What you learn after years of working with clients facing retirement

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

You can listen to What you learn after years of working with clients facing retirement online on Radio and Podcast. Open the player on this page to stream the available audio.

What you learn after years of working with clients facing retirement is an episode from MDRT Podcast by MDRT Podcast.

This episode is 00:09:38 long.

This episode was published on Jan 20, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from MDRT Podcast when more episodes are available from the podcast feed.