Retirement topics clients and advisors should talk about more

MDRT Podcast

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” Listen to the monthly series, MDRT Presents: @mdrtpresents