Session Description

Want more clients? Learn to ask these three questions:

• Do you know your number?
• Do you know how much you have to save to reach your number?
• Does your investment process have a high probability of reaching your goal?

In fact, every person you meet needs to be asked if they know the answers. Surveys show more than 85 percent of Americans have no idea how to answer any of these questions. In this session, MDRT Past President Guy Baker, a 46-year MDRT member with 38 Top of the Table honors, will show you the answers and help you learn how to use retirement planning as a way to build a strong retirement income practice.

Biography

Guy E. Baker, MSFS, CLU, is a 46-year MDRT member with six Court of the Table and 38 Top of the Table honors. He qualified for MDRT his first full year with Pacific Life, first qualified for Top of the Table at age 32, and served as President in 2011. He has been a registered investment advisor since 1993, working to solve clients’ retirement issues. An author of many books as well as an internationally known speaker, Baker is completing a Ph.D. in retirement planning and investments through the American College. He is a member of the first cohort.

BMI Consulting
15520 Rockfield Blvd Ste G
Irvine, CA 92618 United States
Email: guy@btagroup.net
Phone:+1 949-900-0099
Website: www.wealth-teams.com