1. Thorough fact finding
  2. Needs based presentation — seminar or one-on-one
  3. Diligent case follow-up
  4. Send thank you note
  5. Send newsletter
  6. Send birthday / holiday card
  7. Contact bi-annualy by telephone
  8. Conduct an annual review
  9. Cover all the bases; annuties, life, LTC, elder care issues, investments, etc.
  10. Get referrals, referrals, referrals!

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A publication of American Brokerage Services, Inc. Consultants to independent
insurance agents and financial planners.