Forming a bond with clients is important across a number of industries, but perhaps none more so than insurance. Producers are responsible for providing not just a valuable service to clients, but a roadmap for their futures.
The months leading up to a new addition to the family are exciting ones. And while your clients who are expecting their first child may be overwhelmed with picking cribs and strollers, it’s up to you to help them get their financial house in order. Here are a few steps for new parents to take to prepare for baby:
From estate planning to long-term care, the financial strategy needs of Americans are varied, and age often plays a major role in what financial advice individuals require. The goal for insurance producers and other professionals working in the financial planning industry is to determine what advice clients need and when.
No two clients are the same for insurance producers, and the same holds true for the risks associated with them. While insurance planning can provide individuals with a valuable financial tool, obtaining the right coverage can be harder for some clients, especially when high-risk avocations are an issue.
Ensuring all clients get the proper wealth planning products is no small effort. It takes a team of professionals who have their clients’ best interests in mind. One key player is the wholesaler.