MDRT Minute Annual Review Planning

In this month's MDRT Minute, we get a step-by-step guide to performing year-end annual review planning for your clients.

It's an important step in building an ongoing relationship with your top clients, particularly those with high net worth. Not only does it help them minimize taxes, it can also:

  • add value to your long-term relationship with that client
  • provide documentation that helps with compliance
  • boost your fourth-quarter earnings significantly

In this issue of the MDRT Minute, 10-year MDRT member Keith M. Gillies, CFP, ChFC, details his year-end planning process and shares the surprising results that earned him 15 unsolicited referrals.

Read the latest MDRT Minute here.

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