At the 2013 Million Dollar Round Table, I sat down with Steve Plewes, CLU, ChFC to talk about his specialty, retirement income and distribution planning for corporate executives and widows. In this video, Steve shares his views about the art form of working with widows, the challenges of his specific niche, how he conducts his entire business on the cloud, his reservations about social media, the best thing about his job, the biggest challenge in the industry, his favorite sales story, and his opinions about whether or not advisors should own the products that they sell.
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