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Results: 286

Experiences that have enhanced how I see the power of insurance image

Joseph Tan, ChFC, CLU; Abigail Venida-Yabot

Apr 8, 2025

Experiences that have enhanced how I see the power of insurance

Walking through a claim with clients and their affected family members can provide new perspective for advisors about how their work has enormous impact on the people they serve. In this episode, MDRT members share the interactions that have elevated their understanding about what they do and the clients who benefit.

Securing steady income in smaller markets through cross-selling image

Saad Anthony Baksh, BSc

Nov 26, 2024

Securing steady income in smaller markets through cross-selling

By cross-selling to clients, you become a trusted financial advisor to clients, and you can earn additional reliable income. Learn more in this video from MDRT member Saad Baksh.

Insurance solutions for small business owners in India [Kamlesh Bhatt]

Kamlesh Bhatt

Nov 22, 2024

Insurance solutions for small business owners in India

Kamlesh Bhatt from India shares how protecting small businesses through insurance solutions, like asset protection, business continuity coverage, and employee welfare, ensures operational stability and long-term growth. 

Insurance is protection against calamities and natural disasters

Ann Ruth Gochingco ; Ma. Lourdes “Odette” Adoro; Jessyl Grace Patria-Torres

May 1, 20254 min

Insurance is protection against calamities and natural disasters

Insurance is more than just a financial product in a country as disaster-prone as the Philippines — it is an essential tool that helps families and businesses recover and rebuild. MDRT members share how they guide their clients when natural calamities occur.

Philanthropy through insurance

Michael Joseph Haggerty, CPCA, CFP; Ryan Hofer

May 1, 20255 min

Philanthropy through insurance

How to plant the seeds for future charitable giving.

An estate plan is revised to ensure survivor coverage

Darren W. Ulmer, CLP, CLU

May 1, 20254 min

An estate plan is revised to ensure survivor coverage

Careful planning after a terminal diagnosis made certain that the family was not left wanting.

Autumn blossoms

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 1, 20257 min

Autumn blossoms

Retirement challenges unique to women.

Buy-sell agreement saves small business

Howard Allen Hopkinson II, FSS, FSCP

Jan 1, 20253 min

Buy-sell agreement saves small business

Despite initial objection, an insurance solution provided continuity and helped a company thrive.

Rebounding with P&C

Kyu Sang Hwang

Jan 1, 20254 min

Rebounding with P&C

Hwang drives productivity and client relationships through property and casualty insurance.

Small case with a big life impact
Nov 1, 20244 min

Small case with a big life impact

Advisor's impact enabled survivors to continue pursuing their dreams and keep the house.