Get on the Same Page with Your Clients!

Generation and stage of life are very important when creating client recommendations. It’s not just WHAT to sell, but HOW to sell it. Not sure where to begin? We have conversation starters tailored to each generation to help!

Baby Boomer Conversation Starter
Generation X Conversation Starter
Millennial Conversation Starter

Lincoln ONEmeeting: Do you Want Fries with That? Estate Planning for Blended Families

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School is out, time to talk income protection. As the season heats up and school lets out, it’s a great time to help your clients avoid the most overlooked risk: income disruption. Though vacations and sports are top of mind, an unexpected illness or job loss can quickly derail financial plans. Use this moment to:

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Join our next In the K.N.O.W. (Knowledge, News, and Opportunities Webinars) event for an inside look at what Allianz is doing to improve and expedite our underwriting process for better service to you and your clients.

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Your sales idea for June is here: High-net-worth clients’ unique challenges need suitable strategies. For these clients, life insurance can play a powerful role in helping provide financial protection. It can be a valuable addition to their overall financial plan by offering them death benefit protection and the versatility to help them achieve other key planning goals. Activate this sales idea by using the sales kit on our Trimester Sales Strategies site.

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877-735-5528
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445 Hutchinson Ave, Suite 800
Columbus, OH 43235

Get on the Same Page with Your Clients!

Related Posts

Join our next In the K.N.O.W. (Knowledge, News, and Opportunities Webinars) event for an inside look at what Allianz is doing to improve and expedite our underwriting process for better service to you and your clients.