Helping clients plan for a new kind of retirement

As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement. You’ll hear from: Chi Teng Han, ChFC/S, CIAM Nadia Wijatno, ChFC, CLU Episode…