20MDRT-OD28A: Retirement and Wealth Planning for Baby Boomers - ????????????

Cantonese On Demand Session

Speaker: Chee Yen Lim

More than 90% of Lim Chee Yen’s MDRT production comes from pre and post retirement planning for baby boomers. In this session, he shares how to build trust with baby boomers so you can approach them with retirement, wealth planning and estate planning advice. He discusses how to address common baby boomers’ questions about tax-free income in retirement and distributions to beneficiaries. 

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