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Divisions / Annuity Center / Sales Tools and Resources /
Instructional Tools for Annuities / 10 Simple Steps to Sales Success
- Thorough
fact finding
- Needs
based presentation seminar or one-on-one
- Diligent
case follow-up
- Send
thank you note
- Send
newsletter
- Send birthday / holiday card
- Contact bi-annualy by telephone
- Conduct an annual review
- Cover
all the bases; annuties, life, LTC, elder care
issues, investments, etc.
- Get
referrals, referrals, referrals!
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questions, comments, or concerns!
A publication of American Brokerage Services, Inc. Consultants to independent
insurance agents and financial planners. |