EquiTrust New Business Processing Standards = 5-8 business days
(For in-good-order business, from application received to issue or request transfer of funds.)
NOW'S THE TIME TO SET UP ANNUAL REVIEWS
Tips and topics to start the client discussion
As we move into 2025, there’s no better time to check in with your clients for a valuable look-back and look-forward conversation.
6 tips and topics for annual client reviews
1. New goals — Talk about the client's goals and offer recommendations to help them accomplish what they have in mind.
2. Retirement strategy — Go over how their retirement vehicles have performed and propose tweaks to enhance outcomes.
3. Life changes — Check to see if there have been life changes that could be potential reasons to fine-tune their financial strategies.
4. Effects of the market — Discuss any market ups and downs and how they may have affected the client's strategies.
5. Beneficiary updates — Make sure the beneficiaries they have in place are still correct and current.
6. Overall income, assets and expenses — Create or update an inventory of the client’s overall income, assets and expenses to help assess their overall strategy.
Use this Income, Assets and Expenses Worksheet when working with your client.
Before your annual review wraps up, make sure you set up a schedule with the client for updates in 2025.
NAIFA Peak 65 webinar tomorrow
EquiTrust RVP Leon Fitch will present "Bridge® by EquiTrust" tomorrow at the NAIFA Peak 65 Series: Impact Day. He'll discuss selling the need for long-term care coverage and share key selling points of EquiTrust's Bridge FIA-LTC product.
Register for the NAIFA Peak 65 Series to see Leon's presentation, which takes place at 11:25 a.m. Eastern.
EquiTrust does not offer investment advice to any individual or agent/producer and this material should not be construed as investment advice. Products underwritten, issued and distributed by EquiTrust Life Insurance Company, West Des Moines, Iowa.
