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.
釋放嬰兒潮一代在退休前和退休後以及財富規劃領域的潛力!在此演講中,我會分享如何與嬰兒潮建立信任,為他們規劃退休和遺產規劃。所有這些規劃對他們來說都很重要,尤其是他們中大多數人不知道如何處理這些“錢”以及如何將這些“錢”放在一個更安全和不同的遺產規劃工具中。