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Help Your Clients Envision Retirement
Your clients' retirement years should be a period of continued growth and fulfillment. Help them envision retirement by having a discussion on which goals or interests are most important to them.
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Helping Client Families Navigate Challenging Situations
When your clients face a family crisis, do they know where to go for answers? Helping families through these dark times is one way reps can cement their status as the go-to person clients depend on when times get tough. This toolkit contains 12 guides and tools to help your clients and their families through a crisis.
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8 Reasons Clients 'Flunk' Retirement
Most clients forget that retirement is more than just an economic event. Here are eight ideas to use to help encourage them to prepare for their retirement years by mapping out how they will stay active and lead emotionally fulfilling lives after they stop working.
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Helping Clients Track Their Financial Health
For many clients, staying up-to-date on their financial numbers can fall to the bottom of their to-do list. As a financial professional, you understand that this somewhat daunting task is critical for clients to make thoughtful planning decisions. You can help your clients track and assess their financial health with these materials.
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Finding Financial Consensus with Couples
As a financial professional, your role is to help your clients prepare for their financial future, but you need both partners fully at the table to build consensus. To help you navigate conversations and build lasting relationships, we've put together tools to help you get them talking and on the path to making financial decisions together. Get the tools now:
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Strengthening Client Relationships
After you've worked with a client for one, two, or even 10 years or more, it can be all-too-easy for your relationship to hit a few bumps. Even if you think all is well, your clients' expectations may have changed over time and no longer align with yours. This guide can help make sure you're on the same page as your valued clients. Get the tools now:
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5 Ways to Improve Your Referral Strategy
Whether you're starting out in your career or you're an established financial professional, turning referrals into loyal clients is a crucial part of building up your book of business. Don't be left on the sidelines. Strengthen your offense with these five ways to help build a stronger referral program.
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Step-By-Step Guide: Planning and Hosting Successful Events
Hosting an event is a great opportunity to showcase your personality and the value you bring to your clients. To help you and your staff seamlessly plan and host your next event, we've put together a variety of tools covering creative ideas/themes, timing of when to do what, and tips to make the event memorable. Get the tools now:
Turn your new clients into loyal fans ... from the start
The first interactions you have with your clients can make or break your future relationship. Treating new clients like the "MVPs" of your firm can be a successful way to build and retain your book of business. The secret to success is all about anticipating questions, so your team can deliver "just in time" service, while incorporating personal touches to make every new client feel like the MVP. Get the tools now:
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Key Financial Data
Read this article promoting and offering Midland Retirement Distributors' Key Financial Data card, a quick-reference piece for some of the most common tax numbers both reps and clients may need to know. This tool positions you as a resource for valued information and can help start conversations for other potential opportunities in the future.
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Working with Families for the Long Term
When you've worked with a client for years, you may think you'll continue to work with their family --including their children. However, often that's not the case. Don't let a lack of relationship with your clients' children lead to a loss of assets under your management. Use this guide for ideas you can put to work immediately to help strengthen your relationships with your clients and their families, as well as help grow your business. Get the tools now:
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Get ahead of the curve when clients & prospects change jobs »
If you're trying to help a potential client, the prospect of a new job situation may be one of the best opportunities to get your foot in the door. Read how the government helps you out — at absolutely no cost.
How LinkedIn Revolutionized the Prospecting Game »
By using LinkedIn to learn about your prospect before you make a call - you can demonstrate that you know something about them and can contribute value to the conversation. Read these 11 tips to turn your LinkedIn page into your best prospecting tool.
An annual review is an important milestone in the financial professional/client relationship. As you develop your strategy for making these meetings efficient, consider if you're covering, at minimum, these four key areas.
Retirement Planner Calculator »
Quickly determine if your clients' retirement plans are on track—and learn how to keep them there.
Intergenerational Divide webinar »
Listen as Christopher Carlo and Amy Osbourne from Franklin Templeton discuss strategies to grow your business by building meaningful relationships with your clients' families.
The Tyler Show's Washington Insights webinar »
Tyler De Haan and Tyler Brown talk about the new administration and what that means for the upcoming year. They also provide regulatory and legislative updates that could have potential effects within the financial services industry.
Combatting Financial Exploitation webinar »
Listen as Ben Rizzuto from Janus Henderson Investors discuss common types of fraud and the strategies financial professionals can implement to help protect clients and their retirement plans.
You must be a Registered Representative and your Broker/Dealer must have an agreement with Sammons Financial Network®, LLC., Inc. in order to receive materials.
As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that Sammons Retirement Solutions® does not require you to use any of these sales concepts; they are resources that can be used at your discretion for your own individualized sales presentations if appropriate for the particular client and circumstances.
Securities distributed by Sammons Financial Network®, LLC., member FINRA. Insurance products are issued by Midland National® Life Insurance Company (West Des Moines, IA). Sammons Institutional Group®, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company and Sammons Institutional Group®, Inc., are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
FOR INSTITUTIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.
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