Advisors should use an end-of-year client review as an opportunity for showing value with a view to future sales. It is important not to allow it to become a box-checking exercise. It is a chance to remind clients of all your achievements over the year, and how you can take them forward in 2023. To make the most of the exposure, however, it is fundamental to formulate a meeting plan.
Social Security and Medicare planning are critical for your clients in or nearing retirement. Even the wealthier names in your book will have been interested in the Social Security Administration’s 8.7% increase in the Cost-of-Living Allowance (COLA).
Why pay for it? Why risk it?
Like the clients we serve, the industry is graying. The average age of financial advisors in the US is 55, 20% of them over 65, and only 11% are under 40. We are going to need a younger talent pool.
Life Insurance and Annuity New Business Specialist
Unkefer Lead Systems
The Federal Lead System
Federal employees are an underserved group in the financial services and retirement space. We show you how to take full advantage!
Annuity Selling Machine
Discover how "pre-sold" 401k appointments will help you close $500,000 in new annuity premium each month.