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Miliana learned from personal experience that insurance is a magical product that can transform lives. In this session, she focuses on the reasons women should buy life insurance, and she will take you through the process of determining with your clients how much insurance is enough. (Session in English)

Webinars can boost sales for financial advisors. Marten demonstrates how following three simple steps can make your webinar successful: create, promote and convert. With webinars, you can spread your message more effectively, bringing great results. Marten has boosted her sales using webinars and attracted more people to invite her to speak in their communities.

The pandemic reminds us that life is fragile. Marten encourages you to experience the joy of giving through charitable planning.

Can we still sell insurance during a global pandemic? If you ask Miliana Marten, the answer is a resounding yes. Learn how she uses, creates and promotes her webinars, and how she turns viewers into sales.

Temporary fixes that yielded so much benefit, they became habits.

The pandemic reminds us that life is fragile. Marten encourages you to experience the joy of giving through charitable planning.

Webinars are the way for insurance advisors to boost their sales nowadays. Marten demonstrates how following three simple steps can make your webinar successful: create, promote and convert. With webinars, you can spread your message more effectively, bringing great results. Marten has boosted her sales using webinars and attracted more people to invite her to speak in their communities.

What are you doing to plan for what clients will be thinking and worrying about as these difficult times continue? In this episode, MDRT members share what they anticipate from clients moving forward and how they will help meet those needs.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:30 – Being prepared for a rise in depression
1:18 – Recognizing differences in spending and where clients derive their happiness
3:32 – Reframing services and communication to meet clients in their new state of mind
5:07 – Enhancing online prospecting to find more people who need help

Every client is different – how will you adapt if one catches you off-guard regarding their coverage, or in their openness to refer you during a challenging period? In this episode, MDRT members explain how they are making adjustments to meet each client’s needs.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:30 – Connecting clients’ plans with a time when they’re especially needed
1:45 – Acclimating to receiving unexpected referrals
3:36 – Communicating with clients who can’t sleep because of financial worries

Even during a crisis, it is important to make sure your team feels that your practice is a place where they are valued and can grow. In this episode, MDRT members share what they are doing to ensure their staff members remain connected to the business during difficult times.

You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong

Episode breakdown:
0:32 – Adapting quickly to new procedures and communication
1:48 – Finding ways to pay more, not less
2:37 – Assigning fun activities to increase team member engagement
3:45 – Changing job descriptions to help staff adjust to new responsibilities
5:46 – Looking out for professional growth and emotional health