Presented by Richard Mangiameli
Attached is a nice piece that was put together by F&G Life, on how to approach conversations with aging parents. This is a great thing to share, as I can see you using this as a business opportunity/value-add in a couple of different ways:
1) To use with existing clients who are 45-65 years old to possibly open the door to doing business with those clients’ parents.
2) To remind you with aging clientele to discuss the importance of having their affairs in order, and to possibly gain introductions to their children for future business.
Call me on your next annuity case.