5/1/2005
Protecting Your Clients Assets for the Long Run
A cross-selling strategy is designed to position your clients under the umbrella of protecting assets throughout the lifecycle. To accomplish this objective, it’s necessary for the financial advisor to engage in regular client reviews. Today, individual’s circumstances change constantly and reviews allow the advisor to apply appropriate strategies and introduce products to address new circumstances.
Even though consumers are more knowledgeable today, just how informed are they when it comes to the available options for protecting their assets? Answer: not as informed as clients may think they are.
The advisor can educate clients about the options and opportunities available to them on a broad range of asset protection issues. It is imperative that there be a cross-selling strategy in the client-advisor relationship involving life insurance, disability income coverage, annuities and long term care insurance...to view full article download original pdf
Return to News/Articles
First American Insurance Underwriters, Inc., is a proud member of Insurance Designers of America.