How to get clients to think and talk about retirement

For many, retirement is easier said than done, with a lot of uncertainty about what to do and how much it will cost. In this episode, MDRT members discuss how they address the financial challenges of retirement with clients while helping them understand the questions that they should ask themselves. You’ll hear from: Harpreet Atwal Richard Jones, CFP Brent Kimball, ChFC, CFP Michaela Scott, CFP, RICP Episode breakdown: 0:33 – How much money you need vs. how much you think you need 1:24 – Getting people to understand how to think critically about retirement 2:10 – The challenges of comparing one retirement to another 3:44 – A powerful question to ask clients 5:14 – Recognizing where money came from and where it’s going 6:40 – “You’re it for my family” 8:50 – The athletic chief of medicine’s quadruple bypass 11:31 – Helping clients acknowledge the impact of income-debilitating events 13:07- Two spectrums of rewarding experiences with retirement planning Listen to the new monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.