MDRT Study of a Client/Advisor Relationship and Interest Rates
A recent study conducted by MDRT reveals that although the majority (85 percent) of Americans say they are somewhat or very confident in their financial skills, only 55 percent of Americans without an...
View ArticleExploring Alternatives to Traditional LTCi
Sometimes you have to be creative. If a client wants long-term care coverage but doesn’t like the “use-it-or-lose-it” nature of traditional LTCi, try offering them agreeable, non-traditional forms of...
View ArticleEverything You Need to Know about Long-Term Care Insurance
The article is critical for those:That are age 55 or olderWith parents or grandparents ages 55-75Note: You could end up being a caregiver, so read on.If you have not dedicated your career in the...
View ArticleAnnual Reviews are Due
As financial professionals, our job is to constantly seek new and improved ways to strengthen our client’s financial future. Nothing could be more fitting and fruitful for us to accomplish such an...
View ArticleTax Strategies to Ease Client Retirement Preparation
Taxes play an important role at every stage of life and are a crucial aspect of financial plans for advisors to discuss with clients. Clients should regularly monitor how taxes will affect assets over...
View ArticleHow Online Ethics Reviews Can Leverage Your Business Growth
More often than not, good will prevail in business. If advisors operate their practices honestly and ethically, their business will grow and enjoy years of success. Unethically-operated practices do...
View ArticleReduce Client Taxes and Establish Foundation for Growth
Assisting clients with income or estate tax reduction may seem like a small task in comparison to the vast amount of financial planning work advisors do yearly. However, if you can help your client...
View ArticleA New MDRT Study: Can Fintech and Human Advisors Coexist?
PARK RIDGE, Ill. (Feb. 18, 2019) — A new study, commissioned by MDRT and conducted online by The Harris Poll among over 2,000 U.S. adults, examines what consumers think of technology in financial...
View Article10 Conversation Starters with the Wealthy
I have a secret for you. Most financial advisors assume the wealthy have tons of advisors chasing them. They don’t. The upper middle income has tons of advisors chasing them but the truly wealthy are...
View Article2020 MDRT Leadership Propels Personal and Professional Growth for U.S. Members
PARK RIDGE, Ill. (Sept. 4, 2019) — The 2020 Executive Committee strengthens MDRT’s offerings for the world’s leading financial professionals as Regina Bedoya, CLU, ChFC, takes her place as 94th...
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