Select Language

Check Application Status

Resource Zone

37 Resources

Want to see more resources?


Working with middle-market millionaires

Gregory B. Gagne, ChFC 4.5

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.


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.


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.


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.


Retirement income withdrawal strategies

Jonathan Peter Kestle, CLU, B Com 0.0

You’ll close with clients when you find tens of thousands of dollars in tax savings for them, and you can find those savings quickly by using technology, said Jonathan Kestle, a Court of the Table qualifier from Ontario, Canada. View this brief video to find out how he does that.


How saying no to clients’ children saves retirements

Brad J. Myers 5.0

Your clients love their children, of course. As a financial advisor, what do you do when their children are asking for too much money and endangering their parents’ comfortable retirement?

Retirement panel – Worldwide trends, multi-country solutions

Anne-marie Lee, ChFC, CLU; Rajesh Chheda, ACA, CFP; Helen A. Jenkins, Dip PFS; Jason L Smith; Heather M. Courneya, CLU, CH.F.C. 0.0

Creating a meaningful financial plan including investment strategies for a client’s retirement is a vital role of the financial advisor. Learn strategies and philosophies as a panel of MDRT experts from around the globe analyzes case-study data and presents their solutions. <br> <br> <a href=""><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

Strategic retirement planning: an integrated approach

Michael J. McNeil, CLU, ChFC 0.0

McNeil demonstrates how to provide a secure and tax-efficient retirement outcome for your clients with an integrated process that combines the benefits of permanent life insurance, long-term care planning and deferred income annuities. Each of these three tools alone can be valuable, yet when combined in one comprehensive plan, the benefits are greater than the sum of their parts and your clients will be yours for life. McNeil demonstrates how, by using an integrated plan, a client is able to:<br> • Hedge their portfolio’s risk<br> • Protect their assets from inappropriate retirement decisions<br> • Address a desire for leaving an intact financial legacy<br> • Ensure a predictable retirement outcome regardless of economic or personal conditions


Clients want quality life planning

Shane E. Westhoelter, AEP, CLU 0.0

Shane Westhoelter focuses on how to position yourself differently than other advisors. He stresses the importance of adding value in life planning so clients can live a life with dignity until they die with no financial stress. Westhoelter helps advisors understand they need to stop taking about "retirement" and start talking about "quality of life."


Annuities in a low interest rate environment

Van Mueller, LUTCF 5.0

Would you like to learn to use annuities with life insurance to create better retirements for your clients? Mueller explains why this is the greatest time ever to sell annuities and life insurance. Presented at the 2016 Annual Meeting.


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.


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.


Peanut butter planning – how to make clients sticky

Aleen M. Swofford, CLU, ChFC 0.0

The use of analogies and stories in retirement planning helps prospects and clients understand complex concepts in the context of their everyday lives and experiences. Swofford uses peanut butter as an example: It comes in a smooth or chunky style, and in retirement, we need both. Smooth money, like smooth peanut butter, is money that spreads evenly over an entire lifetime. Chunky money is needed for emergencies or opportunities. By having both kinds of peanut butter (investments) in their portfolio, clients can see how their needs are met.

The advisor's songbook

Matt Pais 0.0

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

Retirement expense worksheet

Anthony G. Engrassia, LUTCF, ChFC 0.0

Sample retirement expense worksheet to use with clients


Life insurance in retirement

Brad Brain, CFP, CLU 5.0

How do you remove the obstacles to estate planning? Brain shares his strategies to approach clients’ retirement income objectives and help implement his estate planning recommendations. <br> <br> <a href=""><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>