New Year's Sales Strategies: Fact-Finding to Determine Client Objectives

February 24, 2017

By Chris Conklin, VP Individual Annuities. Reprinted with permission from LifeHealthPro.

2016 has been a year of change for our industry. From the Department of Labor's fiduciary rule to the recent election, the year was marked with uncertainty regarding industry regulations and what may lie ahead for your client's financial portfolios. As you reflect on the past year, one thing shouldn't change as you plan your sales approach for the year ahead: tailoring your recommendations to best serve your clients' needs. While this may seem intuitive, fact-finding to determine the best way to help your clients save for retirement will continue to be of the utmost importance.

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