Select Language

 

Resource Zone

192 Resources

Want to see more resources?

Login

A son's final gift

Naoki Noda 5.0

Life insurance legacy helps parents go on

Helping parents with irresponsible children

Bryce Sanders 0.0

When parents are worried about irresponsible children, it's up to you to help.

Review leads to revamp

Liz DeCarlo 0.0

A review of life insurance policies turns up major problems that an MDRT member must solve.

7 questions successful insurance professionals ask

Thomas William Deans, Ph.D. 0.0

During the next 20 years, North Americans will inherit more than USD 10 trillion. But storm clouds are building — with 125 million North American adults without a legal will, much of this wealth will transfer and unleash chaos and family disruption. Thought-provoking and contrarian, Deans offers advisors seven questions to help clients cast an eye forward to their own future as both beneficiaries and benefactors. Doing so, he unlocks the trusted advisor’s most powerful resource — the art of storytelling.

0:21:04

Working with middle-market millionaires

Gregory B. Gagne, ChFC 5.0

People with $1 million to $5 million in assets, which is a niche with a large supply of clients, often are not prepared for retirement. Gagne shares his secrets on how to work with that market. Presented at the 2016 ConneXion Zone at the Annual Meeting.

0:14:14

Life insurance is free with recovered lost opportunity cost

Thomas W. Young, CLU, ChFC 5.0

Young discusses how he wants to create more wealth for his clients so that they can make more efficient decisions.

0:09:10

The income robbers

Sonny Goldstein, CLU, CFP 0.0

Goldstein shares how products he provides can protect your prospects' income against death, disability, old age and taxation.

0:11:00

Guaranteed sales

Russell Collins, Dip LI 0.0

Collins shares how he gets clients involved in discussions to develop a financial plan that works for them.

0:36:12

Paychecks and playchecks

Tom Hegna, CLU, ChFC 5.0

Hegna, New York Life vice president, explains that the financial services industry was built for helping people survive poor economic markets. He describes how products can provide clients with a guaranteed paycheck for life.

The art and science of selling disability insurance protection

Irwin Cohen 0.0

Cohen provides a complete and comprehensive guide to everything you need to know to succeed in selling disability income protection insurance. Whether you are a new advisor or a veteran agent, Cohen helps you discover sound and substantive ideas on how to find people to sell to, how to get appointments with them, how to qualify, present, close and place large amounts of income protection insurance into an agreement.

More guidance

Scott Rogers 0.0

Members in China fight against long-held beliefs.

Proving value

Scott Rogers 0.0

An Annual Meeting speaker uses statistics to estimate the value of a life.

Life insurance for the long run

Sun Chan Hwang 0.0

Life insurance expert Hwang discusses life insurance in terms of understanding diversified clients' needs while introducing easy-to-implement and interesting sales strategies. Using vivid personal experiences that led him to MDRT membership, including a hiking trip he made through the Himalayan Mountains, he shares how to demystify life insurance for customers, focusing on its core values. His unique perspective introduces the topic of selling life insurance in a new light.

0:01:44

Help your clients stick to the plan: One minute…inside a high-performing office

Alain Quennec, CFP, CIM 0.0

Sticking to their financial plans is critical component to clients reaching their financial goals. Sometimes, however, clients veer off course. Keep clients on track using this advice from a Top of the Table qualifier.

0:27:53

A call against complacency

Dambisa Moyo 0.0

International economist Dambisa Moyo explains how governments around the world can improve economic growth in a conversation moderated by 2007 MDRT President Harriman.

Making the complex easy

Scott Rogers 0.0

Zlotnik encouraged members to keep it simple when interviewing clients.