Regarding the money/income topic, we have the tools to make that happen. And, their studies show that Income plan conversations get the most attention, and is where prospects place most of their money. On the subject of health, sure we can provide helpful information to assist our clients in a healthy lifestyle, but we also have the products to manage healthcare costs. In a future article, I will give you some ideas that I am working on that will allow you to assist your clients in their quest to stay connected and to have a purpose.
In closing, it was very evident through their findings that our prospects and clients want us to “Take time with them.” They want us to listen and to communicate in a way that makes sense to them.
Until next time… good selling!
Raymond J. Ohlson, CLU, CRC, LACP
President and CEO
The Ohlson Group