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0:16:46

Maximizing survivor Social Security

Peter Hill, ChFC 0.0

We know the surviving spouse will receive the larger of the two Social Security checks at the first death. Is the surviving spouse prepared to give up one-third or greater of the total Social Security income at the first death? If not, consider using some of the Social Security income to buy life insurance on one or both of the spouses. Presented at the 2016 Annual Meeting.

0:13:30

Medicare essentials

Dennis P. Sunderman 0.0

More than 50,000 people in the United States depend on Medicare as a foundation for their health care needs. The baby boomer population will increase this number to 100,000 by 2023. Understanding the transition into Medicare as a result of "aging in" or as a part of retirement is confusing for most people. Sunderman covers the basics of Medicare benefits, how and when to enroll, cost and supplemental choices for original Medicare, Medicare Advantage Plans, and Medicare Part D for drugs. Presented at the 2016 Annual Meeting.

Diversified to the CORE: A better starting point

Craig L. Israelsen, Ph.D. 0.0

Using historical data covering a 45-year period, family resource management expert and author Dr. Israelsen examines the performance of various asset classes and portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). Learn more about historical performance of key portfolio asset classes, strategic portfolio design and management.

4th generation retirement planning

Guy E. Baker, MSFS, CLU 0.0

"Want more clients? Learn to ask these three questions: • Do you know your number? • Do you know how much you have to save to reach your number? • Does your investment process have a high probability of reaching your goal? In fact, every person you meet needs to be asked if they know the answers. Surveys show more than 85 percent of Americans have no idea how to answer any of these questions. In this session, MDRT Past President Guy Baker shows you the answers and helps you learn how to use retirement planning as a way to build a strong retirement income practice."

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.

0:05:46

Are your clients giving away their retirement funds?

Travis D. Manning, CFP, CLU 5.0

Clients may not understand how to manage their retirement funds, sometimes giving too much of it away to children and leaving too little for the retirees to live off of. Here’s how one MDRT member talks with his clients about this.

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.

Retirement preparedness

MDRT 0.0

Many Americans, even those considered financially successful, do not account for unexpected risks in their financial plans. See more insights from our recent study.

How to develop and manage a 401(k) practice and use your position to acquire high-net-worth clients

Richard John Cawthorne Jr. 0.0

Since Cawthorne started Alpha Pension Group more than a decade ago, the firm has maintained a client retention rate of 100 percent. Learn how the longtime MDRT member achieved consistently growing success by taking control of the 401(k) market, managing his own firm and using his position as a 401(k) expert to gain high-net-worth clients. He will also explain how he’s created a repeatable investment strategy for all clients, which has maximized his firm’s efficiency and allowed him to grow his client base exponentially each year.

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.

0:04:54

The journey through retirement

Philip E. Harriman, CLU, ChFC 0.0

Retirement is about climbing up the mountain — the accumulations phase — where we try to save as much as possible and achieve the highest returns. Most of our competitors are not able to guide clients through risks, said Philip Harriman. He reminds risk-based advisors of the ways we help them avoid accidents on the way down the mountain of retirement. Presented at the 2016 Annual Meeting.

0:16:32

The baby boomer gold mine

Michael J. McNeil, CLU, ChFC 0.0

McNeil focuses on specific retirement strategies that go beyond investment advice and integrate key points of concern those nearing retirement face. He shares ideas to help convince clients of the need for long-term care insurance and life insurance. McNeil shares descriptions of three kinds of legacies and how each one is achieved. Presented at the 2016 Annual Meeting.

0:26:18

Extreme Roth conversion opportunities

Curtis V. Cloke, CLTC, LUTCF 5.0

Many life policies sold in the '80s and '90s are blowing up due to low interest rates (UL), volatile markets (VUL). Today's lifetime premium guarantees and improved policy offerings may provide better solutions. Learn how to super-charge these solutions by recovering lost premium basis and find undiscovered Roth Conversion opportunities. 2014 ConneXion Zone

0:23:44

Make clients want to do business with only you!

J.B. Griffith III, Ph.D., ChFC 0.0

J.B. Griffith shares a simple approach about optimizing retirement savings to make prospects want to work with you, and you alone.

The advisor's songbook

Matt Pais 0.0

Smith connects with clients by filtering retirement through the music of his youth.