Selling by Generation: Exclusive MDRT Producer Roundtable
March 19, 2019 by Brian Anderson
Recently, three distinguished members of the Million Dollar Round Table (MDRT) – Sandro Forte, DipPFS, CSP, Tony Gordon and Brenton D. Harrison, agreed to talk with Insurance Forums for a “Q&A” about how they have successfully navigated the often challenging waters of dealing with clients from different generations.
In today’s Part 1, we’ll get a little background on the panelists’ practices before touching on the “ideal client,” whether they have made a conscious effort to target a younger generation, and differences in preferences between generations.
In Part 2 on Thursday, the panelists will talk about how to help Millennials close their excessively large life insurance coverage gap, and how advisors can begin to involve and work with the children of clients in order to ensure continuity.
To learn more about the three panelists, see the bios at the end of the article.
Click HERE to read the full article via Insurance Forums.