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Results: 4

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.

Meagan S. Balaneski, CFP, RFP

Oct 9, 20206 min

Understanding the cause of negative thinking, and working to avoid it

We are designed to focus on negativity, when we should direct more effort to our own positive behaviors. Balaneski relates positive thinking — specifically forgiveness — to success. Beginning with some unfortunate circumstances of her childhood, she suggests the biggest thing holding us back is our own failed expectations of ourselves. Can we forgive ourselves? If we strive to include positive behaviors, our limits are boundless. Learn to apply gratitude and forgiveness to your business and personal life to eliminate suffering, be at peace and remove the chains that hold you back.

Meagan S. Balaneski, CFP, RFP

Oct 7, 202046 min

Moving forward by looking inward

We are designed to focus on negativity, when we should direct more effort to our own positive behaviors. Balaneski relates positive thinking — specifically forgiveness — to success. Beginning with some unfortunate circumstances of her childhood, she suggests the biggest thing holding us back is our own failed expectations of ourselves. Can we forgive ourselves? If we strive to include positive behaviors, our limits are boundless. Learn to apply gratitude and forgiveness to your business and personal life to eliminate suffering, be at peace and remove the chains that hold you back.

Meagan S. Balaneski, CFP, RFP

Sep 16, 20207 min

Understanding the cause of negative thinking, and working to avoid it

We are designed to focus on negativity, when we should direct more effort to our own positive behaviors. Balaneski relates positive thinking — specifically forgiveness — to success. Beginning with some unfortunate circumstances of her childhood, she suggests the biggest thing holding us back is our own failed expectations of ourselves. Can we forgive ourselves? If we strive to include positive behaviors, our limits are boundless. Learn to apply gratitude and forgiveness to your business and personal life to eliminate suffering, be at peace and remove the chains that hold you back.