Life constantly changes. Are you keeping up?

If you’ve ever struggled with what to discuss during a policy or annual review, check out our Policy Review materials. We’ve got 20-plus resources to help you connect with your clients and make sure their goals and plans align with their current financial outlook.

Among the tools available to you right now:

• Policy Review Invitation — An invitation should be, well, inviting. Entice your clients to schedule a policy review with this simple print piece that outlines the importance of going through this process regularly.

• Annual Review One-Sheet — When preparing for a client’s annual review, it’s important to focus on the financial elements at play while not losing sight of the human element involved. Ready yourself for these important conversations with an easy-to-digest document highlighting three key segments to your upcoming conversation.

• Policy Review Radio Commercial Script — Radio remains one of the most effective forms of marketing, particularly among individuals currently in the age bracket nearing retirement. Couple your voice with the messaging in this script to get through to more prospects.

• … and much, much more.

New Content

• Our Creating a Blueprint Workbook is an interactive guide that will help you learn more about your clients and prospects in a succinct manner.

• Do stats trip your trigger? If so, our one-sheet infographic might hit the spot.

Success Story

Tod Lenhoff and Steven Nuckols, co-founders of Lenhoff & Nuckols Wealth Compass, have taken advantage of their policy review process to pose open-ended questions to their clients.

After reviewing their financial statements, they move on to the review’s more “human part.”

They ask questions such as, “Do you feel comfortable with your current stream of income?” If their clients have money sitting on the sidelines, they ask them if they foresee needing these funds in the future. They also ask questions about the possibility of needing these resources for future health care costs or a legacy. Depending on their client’s situation, if it makes sense, they show how repositioning assets could better suit their current needs. If everyone agrees, they conclude the meeting by asking one final question: “The only decision you need to make today is: Do you want to apply to see if you qualify?”

Following this simple path during their policy reviews has led to significant sales for their practice.

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Results from the use of these concepts are no guarantee of your future success.

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9/21-1822780 – For financial professional use only. Not to be used with the general public or in a sales situation.