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Communicating with almost-retirees when the market tumbles


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How can you show pre-retiree clients that you have helped them prepare for the current climate? What analogies will help clarify your point and put people at ease? In this episode, MDRT members share how they are talking with clients to make sure they see that a falling market doesn’t mean they are in trouble.

You’ll hear from:
David Eric Appel, ChFC, CLU
H. Richard Dobson Jr.
Julianne Hertel, CLTC

Episode breakdown:
0:31 – Reiterating to clients that you have been planning for this
2:58 – An opportunity to zero in on clients’ asset mix
3:36 – Why you should be wary about the law of averages
5:41 – An example from what my mother wonders about the market
7:37 – The importance of reviewing what clients have and why

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