Get in front of your clients

June 4, 2013 by

In a previous blog, Help your clients provide a legacy, you met Joe. Joe was a 62-year-old retiree who wanted to provide a legacy for his daughter.

You meet people like Joe every day. In fact, you have clients just like him in your exiting database. They’re looking for ways to provide an inheritance for the families. One way to help them do this is by helping them purchase the Safe ReturnSM fixed-indexed annuity with Inheritance EnhancerSM guaranteed death benefit rider.

But, you can’t help Joe and clients like him if you can’t get in front of them. In today’s blog, I’ll introduce a clever way you can approach your clients.  If you need help finding clients like Joe, read our post on how to get to know your clients.

As you know, the Inheritance Enhancer is specifically designed to help clients who want to offer financial support for their families after they are gone. Another way your clients can support their loved ones is to prepare an estate book. This book can help ease the burden of paperwork that results in a loved one’s passing.

An estate book outlines everything loved ones will need to know to help:

  • Prepare for a funeral.
  • Contact the necessary legal parties.
  • Locate a copy of the will.
  • Access important insurance documents.

Let your clients know that you want to help them. Create a package to send to your clients that look like Joe. Click here for suggestions on what to include in your package.

To receive a custom illustration on the Great American Inheritance Enhancer guaranteed death benefit rider, simply call us at 800-362-1097.

The Inheritance Enhancer is an optional rider for which there is an annual charge. COM13101

Comments

  • jim tutwiler says:

    Hi Luke…I have put the info together and created a book to take to all my past annuity and IUL clients..good idea.

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