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When corporate clients aren’t seeing the value of life insurance, 2001 MDRT President Tony Gordon of Bristol, England, says those objections can be handled much like those of clients outside the corporate market. These responses in particular have worked for the 43-year MDRT member:
As 2020 eases into place, it’s a good time to reflect on how to make this year even better than the last. Simple steps, vetted and explained by MDRT members, can open up new opportunities and possibilities. Here’s an item to put on your to-do list from Kathleen R. Benjamin, CFP, CPA, a 15-year MDRT member from Timonium, Maryland.
Diane L. McCurdy, EPC, CFP, had a senior administrative staff member who was incredibly organized and upbeat but couldn’t seem to get to work on time. There was always an explanation (the dog, the traffic, her daughter), and she’d have to leave early as well. So her boss came up with an idea.







