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1 - 8of 8

Results: 8

How to effectively present financial planning buckets image

George B. Sigurdson, CLU

Jun 12, 2024

How to effectively present financial planning buckets

Many advisors recognize the importance of using buckets or similar imagery to simplify the financial planning process for clients. Sigurdson shares the presentation he uses to make sure clients see the process as clear and engaging.

George B. Sigurdson, CLU

Oct 4, 2017

Put me on your payroll

Sigurdson shares a sales idea that helps clients understand the value of whole life insurance. Presented at the 2017 Annual Meeting.

George B. Sigurdson, CLU

Jan 18, 2017

How to purchase immortality

When talking with older, retired clients, George B. Sigurdson, CLU, advises them to "purchase immortality" by insuring their children and grandchildren. This helps clients establish a good financial future for their children and grandchildren.

Juli Y. McNeely, CFP, CLU; George B. Sigurdson, CLU; Gary F. Heuer, FICS; Craig Palfrey, CFP

Dec 15, 20216 min

COVID-era changes in my practice I’ll keep in place after the pandemic

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.
How to motivate clients to secure adequate life coverage

David Eric Appel, CLU, ChFC; George B. Sigurdson, CLU; Meagan S. Balaneski, CFP, RFP

Jul 29, 202162 min

How to motivate clients to secure adequate life coverage

MDRT, as part of the Help Protect Our Families initiative, presents a conversation with David Eric Appel, CLU, ChFC, and George B. Sigurdson, CLU, to examine how advisors can help clients and prospects see the value of life insurance. Appel and Sigurdson share their ideas for guiding clients to obtain adequate coverage, including grasping the urgency of making a purchase before it’s too late. Plus, an appearance by a special guest.

Craig Palfrey, CFP; Gary F. Heuer, FICS; George B. Sigurdson, CLU

Oct 24, 20217 min

TOT: Trading our top tips

This panel discussion includes ideas from four successful Top of the Table members who didn’t let a crazy year stop them. They share what they did, what they keep doing and how they continue to drive themselves and their teams to greater success.
An easy way to explain permanent life insurance

George B. Sigurdson, CLU

Apr 6, 20212 min

An easy way to explain permanent life insurance

Try this favorite idea from an MDRT member to help explain life insurance to a client.

George B. Sigurdson, CLU

Jan 23, 20182 min

Put me on your payroll

Sigurdson shares a sales idea that helps clients understand the value of whole life insurance. Presented at the 2017 Annual Meeting.