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.