Select Language

Select a Language
If you click Change User the user id will update, triggering a page reload, which will propagate that new user's context on the page. If you click the refresh button after you select a new user it will refresh and take you back to the original logged in user.
Log in to access resources reserved for MDRT members.
  • Learn
  • >
  • How to gear your practice to attract, retain and develop international clients

Nov 07 2022 / MDRT EDGE

How to gear your practice to attract, retain and develop international clients

Without generational promises, there can never be generational wealth. In the globalized world we live in today, advisors have more tools than ever to be the trusted advisor regardless of the clients citizenship or residency. Cesar Lopez helps you comprehend the moving parts of a globalized insurance market through life insurance sales.

By Cesar A. Lopez, ChFC, CLU

Share

AUTHOR

Featured in this video

Cesar A. Lopez, ChFC, CLU

Cesar A. Lopez, ChFC, CLU, is a third-generation financial advisor born in Caracas, Venezuela, and raised in Coral Gables, Florida, USA. He concentrates on providing U.S.-based, dollar-denominated worldwide insurance solutions to his clients.

Meeting highlights

A.B.C.D.E. your way to referrals image

A.B.C.D.E. your way to referrals

By Zinc Goh Zhi Yin

View
Achieve multiple MDRTs annually with these 4 E’s

Achieve multiple MDRTs annually with these 4 E’s

By Bharat Vadilal Parekh

View
Client-driven referrals How social media makes them chase you

Client-driven referrals: How social media makes them chase you

By Glen Alexander Winata

View
Developing personalized, repeatable systems for continued success image

Developing personalized, repeatable systems for continued success

By Shuk Ping Joyce Wu, BA (Hons), FChFP

View
Let clients design their own policy image

Let clients design their own policy

By Lim Meow Lih

View
Pocket concept retirement planning image

Pocket concept retirement planning

By France Zaguirre

View
Power questions in objection handling image

Power questions in objection handling

By Mariana Sofia CFP, MCom (IS)

View
Ditch the budget and give your clients the gift of a spending plan

Ditch the budget and give your clients the gift of a spending plan

By Jamie McIntyre, CFP

View
Go fast alone or far together

Go fast alone or far together

By Delia Brimmer

View
Goal setting will never be the same again

Goal setting will never be the same again

By Laura Xue-Fen Hoi, ChFC, AEPP

View
Incoming Presidential address

Incoming Presidential address

By Carol Kheng, ChFC

View
Nominee acceptance speech

Nominee acceptance speech

By Aurora L. Tancock, CFP, FLMI

View