Featured Content

Practice Management

Feb 2021

How to have your best year yet

Get energized for your best year yet! Hear from our MDRT members on how they set and achieve goals, including the best tips for tracking productivity and staying accountable for your progress. Learn how you can maximize your potential today.

Jan 2021

Why do I have to praise someone just for doing their job?

Do you ever feel like there is way too much appreciation going on in your workplace? If you said no, you’re not alone. Your team would probably say the same thing.

Dec 2020

Creating camaraderie from afar through relationship building for remote teams

As many teams continue to work from home, feelings of isolation and loneliness can build up. Furthermore, it can be difficult to develop feelings of solidarity remotely. As a consequence, productivity can drop sharply as you lose touch with your team. With some planning, however, you can create a sense of camaraderie from afar. 

Nov 2020

Working well with an assistant

A strong professional relationship between you and your team members is an essential tool in achieving productivity and maintaining efficiency. Here’s how MDRT member Tam Kim Fang of Malaysia makes fostering better engagement from her team a priority everyday.

Oct 2020

3 surprising secrets about high-net-worth clients

Everything is not what it seems to be from the outside when working with high-net-worth clients. And it’s what you don’t expect about that demographic that may keep you from working with wealthy clients. As an advisor, you know that high-net-worth clients

Sep 2020

A four-step plan to motivate during this crisis

Many advisors may have felt frozen during the first days of lockdown due to the coronavirus. But Mohamad Manmohan Abdullah, ChFC, CLU, knew that policies could lapse and clients could be confused and uneasy if he didn’t conceive new ways to interact with the professionals that he helps with life insurance, always through face-to-face meetings.

Sep 2020

9 easy ideas for better client service and motivation

Tips for keeping yourself motivated while providing excellent client service.

Aug 2020

Transition from wow to a-ha!

When you transition from wow to aha with your clients, you’ll not only surprise and delight your clients, but you’ll qualify for Court of the Table and Top of the Table.

Jul 2020

How communicating the miracle of insurance led to my early success

One of the reasons I joined the financial services profession about three years ago when I was 27 years old was because I wanted people to understand the miracle of life insurance and how it can help you live life to its fullest. I saw what life insurance could do for families when I was in college and my uncle died of heart disease. His life insurance provided much needed financial assistance to his mother.

Jun 2020

Hit your business reset button now

The business world has changed. Like it or not, we must adapt to the current market conditions or we will struggle professionally. And in the midst of this crisis, there have been some successes — take for example satellite-based internet connections, data storage, cybersecurity and many others.

Jun 2020

Bust through a career bottleneck by segmenting clients

Have you ever felt like you’ve hit a plateau in your career? What can you do to get over it? Court of the Table qualifier Lim Ren En of Malaysia shares his best strategies to overcome these obstacles. Learn from this short video!

Mar 2020

Quick ideas to increase productivity and sales

12 ideas to show the value of insurance and streamline your sales cycle.

Mar 2020

Do You Take The Application When You Know The Client Is Lying?

SHERRY LEE ONG was so close to qualifying for MDRT membership for the first time in 2011. All she needed was $4,000 more in first-year premiums. She was on her way to meet with a potential client who could close this gap, but it turned out taking the application wasn’t as easy as she expected.

Jan 2020

Insights from Top of the Table

From finding the right clients to creating a gratitude journal — learn about the daily habits and routines of Top of the Table members that have helped them succeed every year! Read on for more.

Jan 2020

Making the best of video conferencing

I have many parents of young children as clients, and these past few months of lockdown have been a very trying period for them. In Singapore, generally both parents work — we don’t have many stay-at-home moms in this generation. So I have to be more sensitive to their accessibility as they try to juggle family and working from home.