Browse Topics
Red-Hot Prospects
When someone gives me a referral, I classify them as one of three types.
September/October 2010
Leader of the Pack
Wolff created Capital Need Analysis nearly five decades ago, but the approach is just as relevant to today’s advisors.
January/February 2009
Looking Back
One client’s experiences demonstrate the value of purchasing
disability insurance before becoming uninsurable.
January/February 2009
Worth 1,000 Words
A presenter at the 1976 Annual Meeting explains the importance of illustrating a prospect's problem.
May/June 2010
Opportunity to Lead
Members have the opportunity to step forward as leaders by volunteering for the PGA.
March/April 2010
A Legendary Moment
Longtime MDRT members make the most of the Annual Meeting experience by reaching out.
November/December 2009
For Your Benefit
In 1973, the MDRT Annual Meeting was hosted at the Seattle Center in Seattle, Washington. Dean Sangalis, CLU, then a 14-year MDRT member, was a volunteer for the Program General Arrangements Committee. Sangalis said his assignment was working in the membership booth. As attendees approached the booth, Sangalis would explain the benefits of MDRT membership, such as tools to promote their business, including guidelines for advertising in their community and creating promotional brochures.
March/April 2009
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