Dealing with Disagreeing Decision-Makers—6 Ways to Help Cool Off Conflict, with real-world ideas on how to push conflict toward productive outcomes.
7 Golden Rules for Working With Couples—Find tips to set yourself up for success in working with any client couple.
Working With Couples: Which One Preserves the Business? You might be surprised where true longevity in client relationships lies.
Flash Cards—Conversation Starters. Who sees immediate needs, and who is looking down the road? Use these cards to help find a couple’s true financial divisions of labor.
Couples Quiz: 9 Questions to Test Financial Compatibility. Are both partners marching to the same financial tune, or are they not even in the same band? Use this quiz to find areas to get back in sync.
Format: Printed Folio Folder with Pull-Out Components
Dimensions: 9" x 12"
Publisher: Sammons Retirement Solutions
Publication Date: August 2021
As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that Sammons Retirement Solutions® does not require you to use any of these sales concepts; they are resources that can be used at your option for your own individualized sales presentations if appropriate for the particular client and circumstances.
You must be a Registered Representative and your Broker/Dealer must have an agreement with Sammons Financial Network®, LLC., member FINRA, in order to receive materials.
Securities distributed by Sammons Financial Network®, LLC., member FINRA. Insurance products are issued by Midland National® Life Insurance Company (West Des Moines, IA). Sammons Institutional Group®, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company and Sammons Institutional Group®, Inc., are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
FOR INSTITUTIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.
1730096
33726R-28599 PRT 07-21