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Resource Zone

18 Resources

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6 scripts to make prospecting easier

Bryce Sanders 4.0

Prepare to address a variety of scenarios by practicing your conversation ahead of time.

3 questions prospects have for advisors

Liz DeCarlo 3.5

Answering these the right way could be the start of a long relationship.

The future of money

Antoinette Tuscano 0.0

Is bitcoin part of an investment strategy, a banking revolution or both?

When the right tech tools aren't available

Antoinette Tuscano 0.0

Kestle's firm created their own software to save clients money.

Working with female clients

Antoinette Tuscano 0.0

Empower women in transition to lead better financial lives.

Grant's ongoing gift

Matt Pais 0.0

Krueger uses help from the MDRT Foundation to support her favorite charity.

My first death claim was a suicide

Heather L. Meszaros, CHS 5.0

A true story of life insurance in action.

7 ideas to increase clients and manage your time

Michael DePilla 0.0

Tips for finding prospects, advising clients and using your time wisely.

2 ways to enhance client relationships

Matt Pais 0.0

Improve your connection with millennials and reaching out to clients.

Q&A: Bin Qi

Antoinette Tuscano 0.0

How life insurance overcomes human nature and protects wealth.

Creating a path to partnership for millennials

Liz DeCarlo 5.0

Paterson develops opportunities for younger advisors to become invested in the business.

We’re all friends here

Matt Pais 0.0

Yin thrives by only hiring people he already has a relationship with.

It’s time to hire. Now what?

Liz DeCarlo 0.0

Members share their recruitment strategies and insights.

Modeling ethics for your team

MDRT Ethics Committee 0.0

Running a principled practice starts with you.

India’s golden era

Elizabeth Diffin 0.0

A large population represents huge opportunities in the life insurance industry.

Tips and Technology

Jackie McGoey 0.0

Life hacks, apps and time-savers.