In any workplace, younger employees benefit from the wisdom older colleagues provide. The relationship between older professionals and younger peers can be incredibly important for retention.
Getting a client in the door and signing up for a life insurance policy isn’t a permanent solution. There are a number of changes an individual may experience in their lives that may call for various levels of coverage.
Saving for a comfortable retirement may be the most important investment anyone makes throughout their lives.
LTC in the News
The word is spreading. Major news outlets are letting the American people know the importance of long-term care (LTC) planning. Are you? Here are a couple of recent third party articles.
- ThinkAdvisor.com – You Could Be a Federal Long-Term Care Policy Advisor
- BrokerWorldMag.com – Having the Conversation About Long-Term Care
- SeniorsMatter.com – How to Communicate with Someone in a Dementia Care Community
Client education is a crucial part of a financial professional’s job, and is necessary for long-lasting relationships with consumers. Historically, in-person meetings and the occasional phone call formed the backbone of the relationship between clients and producers, but that’s no longer the case.