Planting the Seed

Greg, Amanda, and Dave’s offices all have slightly different ways they ask their customers if they need help. All of these questions help brand your agency as a comprehensive financial services agency. We’ve made a compilation of some “simple asks” for team members to use.

Do you have a phenomenal relationship with who you do your investment and retirement planning business with?

Are you aware of your current cost to do business when it comes to your financial accounts and the impact this cost could have over time?

Is your savings / emergency fund earning the interest you deserve over time?

Would you like to explore some ways to become more financially efficient?

In addition to insurance products, we offer financial services. Our agent is an Investment Adviser Representative and offers Advisory Services. She is also a registered representative offering variable insurance, banking, and mutual funds. Let us know if you’d like to learn more.

Tell me a little bit about what you are doing for retirement / investment planning? You could probably benefit from a meeting with our agent.

How happy are you with your current retirement plan?

On a scale of 1-10 with 10 being ideal, how would your rate your current retirement plan? Did you know our agent can help with that?

Many of our customers don’t realize we offer retirement and investment planning services in addition to our insurance products. Were you aware that was something we offered?

Do you have anyone who currently helps you with your retirement and investment planning? Do you know the last time you reviewed what it costs you each year to work with your advisor?

On a scale of 1-10 how confident are you that you are on track for retirement? Would you like some help increasing that confidence?

I’m just curious—do you know the rate of return you need to retire on time? Is that a number you’d like to know?

Were you aware that as one of our customers you are eligible for a complementary investment and retirement planning meeting with our agent using world-class software that many other firms might charge you several thousand dollars to use?