Toward the end of 2021, I had the honor of hosting a panel discussion for MDRT's Top of the Table event called, "Trading Our Top Tips." They're allowing me to share 15 minutes of our discussion with my followers, so I hope you all get a chance to listen to these experts and apply their knowledge. The panel consisted of George B. Sigurdson, CLU, Craig Palfrey, CFP, MSCI, and Gary F. Heuer, FICS.
In this clip, we discussed two questions.
1. "What advice would you give your younger self?"
2. "What is the best idea or takeaway you've picked up from MDRT or TOT over the years?"