There’s nothing scarier than a haunted house… except maybe realizing you haven’t talked to a client in over a year.
Clients’ lives can change faster than a werewolf under a full moon. A new job, a new grandchild, retirement, an inheritance, a home purchase, or a change in financial goals could all mean their life insurance or annuity needs have changed too.
That’s where an annual review comes in.
Think of it as checking the financial attic for cobwebs. You may uncover outdated information, changing needs, unanswered questions — and maybe even a new sales opportunity hiding in the shadows.
A quick annual conversation can help you:
- Reconnect with clients before they “ghost” you.
- Review whether current coverage still fits.
- Uncover new life insurance or annuity needs.
- Ask for referrals while you’re top of mind.
- Strengthen the relationship for years to come.
Pick up the phone, schedule the review, and see what opportunities are lurking behind the next door.
After all, the only thing your clients should be ghosting this Halloween is the candy bowl.
Tools to help you initiate the conversation
TC9199048(1026)1
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