Skip navigation
Menu
Search Forums
The Advisor ForumsRookies & Trainees

National Save for Retirement Week

or Register to post new content in the forum

2 RepliesJump to last post

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Oct 13, 2009 11:10 pm

MsBroker

Joined: 2009-06-02Offline

It would be fun to contribute ideas for using this for contacts. (Wish I would have known about this a few weeks ago.)

  I am going to use the Retirement Bill of Rights Flier on all F2F appointments this week and next and ask if the prospect knows how much they need at retirement. Most will say no, which makes for an easy lead in to "well, let's take 15 minutes and find out. We want to make sure you are on track to meet your retirement goals..."   Same thing on dials.   Any other ideas?
Oct 13, 2009 11:38 pm

Royalewitcheese

Joined: 2009-02-20Offline

[quote=MsBroker]It would be fun to contribute ideas for using this for contacts. (Wish I would have known about this a few weeks ago.)

  I am going to use the Retirement Bill of Rights Flier on all F2F appointments this week and next and ask if the prospect knows how much they need at retirement. Most will say no, which makes for an easy lead in to "well, let's take 15 minutes and find out. We want to make sure you are on track to meet your retirement goals..."   Same thing on dials.   Any other ideas? [/quote]  Sounds good. It would be an easy to way set up some VA sales using a retirement income analysis.