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Results: 4

The importance of educating mid-level employees about insurance plans for early retirement planning

Vikas Sayamlal Jethwani

Oct 25, 2022

The importance of educating mid-level employees about insurance plans for early retirement planning

Vikas Jethwani, a five-year MDRT member from India, gives his insights on why you should encourage your clients to start planning for retirement early in their career – considering today’s challenges and lifestyle.
Navigating fee conversations with clients

Vikas Sayamlal Jethwani; Shweta Mmunot

Aug 7, 20244 min

Navigating fee conversations with clients

Learn the essential strategies for negotiating fees as a financial advisor in India, focusing on transparency, clear communication, and value propositions 
Q&A: Vikas Sayamlal Jethwani

Vikas Sayamlal Jethwani

May 1, 20234 min

Q&A: Vikas Sayamlal Jethwani

Vikas Sayamlal Jethwani on retirement planning for young clients.
How financial advisors should prepare their clients for retirement

Vikas Sayamlal Jethwani

Nov 30, 20226 min

How financial advisors should prepare their clients for retirement

As financial advisors, the idea of life insurance must be embedded in their clientele not just for the security of their dependents but also as a part of their long-term retirement strategy.