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1 - 8of 8

Results: 8

Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC

Jul 24, 2018

How to go from dream prospect to dream client

Tips for converting a high-net-worth prospect to a client from multiple Top of the Table qualifier Don White.

Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC; Michelle L. Bender, CFP

Aug 24, 202161 min

The keys to successful succession planning

Whether you’re looking to grow your practice by buying a book of business, build your practice’s value in preparation of a future sale or pass down your practice to the next generation, it’s important to have a plan. A panel of four MDRT members address all three scenarios from their own personal experiences with succession planning

Donald F. White Jr., CLU, ChFC

Oct 6, 20209 min

MDRT changed my life for good

White reflects on how MDRT transformed his career and his family in this presentation.

Donald F. White Jr., CLU, ChFC

Sep 1, 20209 min

MDRT changed my life for good

White reflects on how MDRT transformed his career and his family in this presentation.

Brian D. Heckert, CLU, ChFC; Donald F. White Jr., CLU, ChFC

Mar 20, 20193 min

Planning for succession before you’re out of options

What happens when you don’t plan for transitioning out of the business? You may find yourself out of options. Multiple Top of the Table qualifier Don White talks about what you can do instead.

Donald F. White Jr., CLU, ChFC

Feb 15, 201822 min

Service projects can be life-changing!

White shares the impact of the MDRT Foundation on his own life and the process of adopting his twin daughters from China. What began with saying yes to an email led to enormous changes in his life and the lives of people he has sought to help through grants from the Foundation.
Next-gen succession

Michelle L. Bender, CFP; Gerald C. Grant Jr.; Gerald C. Grant III, CFP, MBA; Donald F. White Jr., CLU, ChFC

Jul 1, 20236 min

Next-gen succession

Passing the practice to family and making it work.

Donald F. White Jr., CLU, ChFC

Sep 1, 202011 min

MDRT changed my life for good

White reflects on how MDRT transformed his career and his family in this presentation.