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Results: 3

Trust-building ideas for skeptical clients image

Marlon Vernon Teka De Leon, LUTCF

May 12, 2025

Trust-building ideas for skeptical clients

Long-lasting client relationships are built on trust, and that doesn’t happen overnight. An MDRT member shares what he consistently does to build connections and trust with clients. He also discusses how financial advisors might be inadvertently jeopardizing client trust.

Test drive your retirement while you’re still earning image

Marlon Vernon Teka De Leon, LUTCF

Feb 26, 2025

Test drive your retirement while you’re still earning

What if you never want to fully retire? Learn how to design a flexible financial future that allows for professional freedom while enjoying the lifestyle you want. An MDRT member shares insights on balancing purpose and income.

Practice retirement

Marlon Vernon Teka De Leon, LUTCF

May 1, 20255 min

Practice retirement

De Leon has been planning his hybrid lifestyle with a goal to retire early.