As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients adjust their plans when they move for the short- or long-term
3:06 – Changing retirement planning for a more “career-mobile” demographic
7:55 – How social media impacts people’s expectations about retirement
12:50 – What is most difficult about handling this different approach to planning
14:07 – Identifying why a property sale isn’t a reliable source of retirement funding
Listen to the monthly series, MDRT Presents: @mdrtpresents
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As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients adjust their plans when they move for the short- or long-term
3:06 – Changing retirement planning for a more “career-mobile” demographic
7:55 – How social media impacts people’s expectations about retirement
12:50 – What is most difficult about handling this different approach to planning
14:07 – Identifying why a property sale isn’t a reliable source of retirement funding
Listen to the monthly series, MDRT Presents: @mdrtpresents
Experiences that have enhanced how I see the power of insurance
MDRT Podcast
9 minutes 46 seconds
10 months ago
Experiences that have enhanced how I see the power of insurance
Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit.
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:28 – Being reminded about the importance of coverage and planning
3:57 – Turning difficulty into clarity and strengthened protection
5:38 – Advocating for clients to protect their staff
8:19 – Applying coverage options for different populations
Listen to the monthly series, MDRT Presents: @mdrtpresents
MDRT Podcast
As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients adjust their plans when they move for the short- or long-term
3:06 – Changing retirement planning for a more “career-mobile” demographic
7:55 – How social media impacts people’s expectations about retirement
12:50 – What is most difficult about handling this different approach to planning
14:07 – Identifying why a property sale isn’t a reliable source of retirement funding
Listen to the monthly series, MDRT Presents: @mdrtpresents
