Without a skilled financial advisor, do clients have a false sense of security about retirement?

Some financial advisors may only focus on the accumulation stage of retirement planning, so clients feel a false sense of retirement about having enough money to maintain their financial dignity. Where most of the problems can happen, and what other advisors may overlook, is what happens after a client no longer works. Do all advisors take into account issues such as inflation, rising taxes or long-term care expenses?

Most of our competitors are not able to guide clients through risks, said MDRT Past President Philip E. Harriman, CLU, ChFC. Find out more in his 2016 Annual Meeting presentation.

You’ll find more ideas from MDRT members that will change your business at mdrt.org.




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