“Sales is not about pushing someone to buy a product. Sales is about guiding our clients to make the best possible decision that benefits them,” said MDRT member Tommy Khoerniawan. MDRT members can log in to read more. mdrt.org/learn/2026/html/ret…
The economy may be in good shape, but rising costs continue to cause concern for consumers.
MDRT’s latest research shows most consumers feel the rising cost of living is preventing them from retirement preparedness.
Explore more: bit.ly/47Xaf0m
An MDRT member discusses in this video how offering three different solutions to clients makes them more receptive to his advice. youtu.be/LhIUqXoy5pA
Building strong relationships with centers of influence happens through consistent effort, not quick wins. “You have to keep showing up. You don’t walk in and get immediate results,” said MDRT member Paul Milbourne. MDRT members can log in to read more.
A director of underwriting discusses what financial advisors and insurance agents can do to help their clients' applications sail through underwriting. mdrtblog.org/what-impresses-…
Are your clients prepared for retirement to last 30+ years?
Wellman highlights how advisors can support long-term income through better spending, growth and tax strategies.
Explore more in Advisor Magazine: bit.ly/4xdFCxW
When you feel stretched thin from multitasking, try this technique to help you refocus and accomplish what’s important. mdrtblog.org/end-procrastina…
See more in his 2026 MDRT Annual Meeting presentation, which is for MDRT members only, at bit.ly/4dDYQWG.
When families avoid money conversations, decisions become reactive.
In @InsNewsNet, Cassar shares why intergenerational financial planning should start with transparency rather than crisis: bit.ly/4ytiBs2
“Clients consider someone who meticulously reviews their existing products as an ‘expert,’ while those who only recommend new products are simply considered ‘salespeople,’” said MDRT member Lee Joohwan. MDRT members can log in to read more. mdrt.org/learn/2026/html/be-…
Read three questions that reframed one MDRT member’s perspective toward the problems he faced. mdrtblog.org/3-questions-to-…
Life isn’t always easy, and there’s no pause button. MDRT members can learn how to prioritize themselves and build resistance with this MDRT Annual Meeting presentation. mdrt.org/learn/2023/video/5-…
MDRT members can hear more in his 2026 MDRT Annual Meeting presentation, “The referral advantage: Removing pressure to foster comfort and connection” at bit.ly/4jUmwd5.
Try these tips for building confidence and taming that little voice in your head in this MDRT member-exclusive content. mdrt.org/learn/2025/video/de…
Employers looking to stand out? Traditional benefits may not be enough. Weintraub shares three often-overlooked benefits, from emergency savings to income protection, that can boost retention and financial wellness.
Learn more in @Benefits_PRO: bit.ly/4gKqKlU
Reaching out with compassion after a client died led to lifelong connections for one MDRT member and made a lasting difference for the client’s family. MDRT members can log in to read more. mdrt.org/learn/2026/html/let…
Through her MDRT book club, MDRT member Irene Stolte, ChFC, CLTC, accessed new resources that helped her be a better businessperson. Learn more in this MDRT member-only video. mdrt.org/learn/2025/video/wh…
Try some of these client conversations to move past your self-doubt. mdrt.org/learn/2026/html/ear…
Indexed annuities aren’t one-size-fits-all.
Ronn shares how understanding a client’s goals, risk tolerance and time horizon can help advisors identify the right annuity strategy.
Read more in @ThinkAdvisor: bit.ly/3UJ2LLb
