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What you learn after years of working with clients facing retirement image

You’ll hear from:

MDRT Immediate Past President Gregory B. Gagne, ChFC

MDRT Second Vice President Clay Gillespie, CIM, CFP

Episode breakdown:

0:26 – Gaining clients whose previous advisors don’t know how to discuss retirement

2:26 – How education and confidence can overcome age differences between advisors and clients

4:30 – Creating peace of mind through established processes

5:37 – Using long-term-care insurance and thoughtful planning to prevent financial disaster

7:29 – Providing honest, direct information without taking the easy way out

in MDRT PodcastJan 31, 2025

What you learn after years of working with clients facing retirement

What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients.

Retirement planning
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Featured in this audio

Gregory B. Gagne, ChFC

Gregory B. Gagne, ChFC

Immediate Past President

Clay Gillespie, CFP, CLU

Clay Gillespie, CFP, CLU

Second Vice President