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Clients may not understand how to manage their retirement funds, sometimes giving too much of it away to children and leaving too little for the retirees to live off of. Here’s how one MDRT member talks with his clients about this.

Do you have a great client but really wish you also had their parents or children as clients too? Do you want to make sure that the assets that you helped your client accumulate stay under your care, instead of leaving as an inheritance to their children? Manning discusses how to make sure you can make this happen.

Advisors explain red flags that prompted them to fire clients.

Life changes a ton in retirement. Are you talking with clients about finding purpose during these years? In this episode, MDRT members share how they help clients understand the overlooked aspects of retirement they need to think about in advance.

You’ll hear from:
Travis Manning
Angelia Z. Shay, ChFC, CLU
Jose Victor Vuilleumier Valdez

Episode breakdown:
0:24: “You want to retire at 55; what are you going to do?”
2:03: Giving tough love to express your concern
3:42: Establishing the importance of strategic preparation
6:43: Helping clients recognize the changes they will experience
8:04: Keeping in mind that each client is different
10:29: Sharing stories about successful retirements
12:30: Providing a checklist for a happy retirement
14:01: Acknowledging your “high-five moments”