24GC-05A: Pocket Concept Retirement Planning; Achieve Multiple MDRTs Annually with These 4 E’s

Zaguirre explains how a simple diagram can help clients and prospects understand what they need to do to prepare for retirement. Learn how you can utilize this approach to simplify your communication and guide clients toward a strategic plan for their retirement. - France Zaguirre

Expand, empower, evaluate and engage. Parekh explains how these key factors have driven immense success throughout his 38 years in the financial services profession, and how you can replicate his experience in your own practice. - Bharat Vadilal Parekh