Starting the annuity conversation
February 22, 2016 by Peggy Bresnick
Your client is sitting on the other side of the desk. You’ve wrapped up the small talk and you’re both halfway through your mugs of coffee. So how do you bring up the topic of annuities?
There’s no single best way to begin the annuities conversation, says John Roberts, marketing director for Orange County, Calif.-based TWH Annuities and Insurance Agency Inc. in a blog originally posted on the InsuranceWebX site. “It all depends on the depth of your relationship with a client,” Roberts says, adding that the approach varies according to how long and how well you know the client. You’d have to tailor your approach depending on whether the client is a new referral, someone you met at a networking function, someone who’s been a health or life client for many years, or a friend or relative. Click HERE to read more…