Written by Matt on March 29, 2012 – 12:39 pm
A new study from SunAmerica highlights the changing face of retirement. The goals, timing, and purpose of retirement in the minds of Americans age 55 and over have changed significantly over the past four years. Retirement Re-Set Study – Read the Entire Study Retirement Re-Set Study – Insights for Financial Professionals Retirement Re-Set Study – [...]
Written by Matt on March 29, 2012 – 12:39 pm
A new study from SunAmerica highlights the changing face of retirement. The goals, timing, and purpose of retirement in the minds of Americans age 55 and over have changed significantly over the past four years. Retirement Re-Set Study – Read the Entire Study Retirement Re-Set Study – Insights for Financial Professionals Retirement Re-Set Study – [...]
Written by Matt on March 29, 2012 – 12:38 pm
A new study from SunAmerica highlights the changing face of retirement. The goals, timing, and purpose of retirement in the minds of Americans age 55 and over have changed significantly over the past four years. Retirement Re-Set Study – Read the Entire Study Retirement Re-Set Study – Insights for Financial Professionals Retirement Re-Set Study – [...]
Written by Matt on October 9, 2010 – 6:00 pm
Client-Ready Materials Policy Review Brochure Preapproach Letter Policy Review Worksheet Click here for the life insurance review consumer materials Agent / Producer Materials Producer Policy Review Brochure Producer Policy Review Cover Letter Policy Review Phone Script Tracking Sheet Click here for the life insurance review agent materials
Written by Matt on August 7, 2010 – 9:03 am
A simple 4-step sales process and tools that sell! Approach Tools Initial Meeting & Fact-Finding Tools Presentation & Solution Recommendation Samples Funding & Administrative Services Step 1: Approach Tools Free Exit Planning Services E-Mailer (LF 151) Send to clients to introduce them to the advantages of our free exit planning services and prepare them for [...]
Written by Matt on August 7, 2010 – 9:00 am
A simple 4-step sales process and tools that sell! Approach Tools Initial Meeting & Fact-Finding Tools Presentation & Solution Recommendation Samples Funding & Administrative Services Step 1: Approach Tools Free Exit Planning Services E-Mailer (LF 151) Send to clients to introduce them to the advantages of our free exit planning services and prepare them for [...]
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