Carol Kheng, ChFC
8 minFocused today, ready for tomorrow
Kheng moves MDRT forward with a practical grasp of past and present.
France Zaguirre
Pocket concept retirement planning
Zaguirre explains how a simple diagram can help clients and prospects understand what they need to do to prepare for retirement. Learn how you can utilize this approach to simplify your communication and guide clients toward a strategic plan for their retirement.
Alessandro M. Forte, FCII, CFP
5 minEverybody benefits
Forte brings a grateful perspective and growth mission to the MDRT Foundation.
Fred Fouad Belman, FLMI, ACS
Expanding your business to expats
You can expand your market and grow your business by serving the expat community. Top of the Table member Fred Belman explains that while the country where he lives has a small population, there’s a bigger population of expats. Learn more in this video about what he does to serve that market.
Michael Joseph Haggerty, CPCA, CFP
From mortgages to clients: Attracting clients with smart strategies
Discover how offering in-demand products such as mortgages attracts new clients. By offering clients a product they will seek you out for, you can later cross-sell other products to them. Find out how this successfully worked for Court of the Table member Michael Haggerty.
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