Send this checklist to clients and prospects this January! Life changes happen frequently and those in your care may not think to tell you, but it could have a BIG impact on their financial future.
Once you send them the checklist, follow up with them and set an appointment to discuss any changes they may have experienced in the past year. Then contact the team at UMS to discuss Annuities, Life, LTC, Med Supp, Disability Income, and more - we will help you be in business for yourself, not by yourself with our backroom support. Then, meet with your client and revise their plan according to their goals.
Choose your format below and fill out the form to get your personalized copy from our Marketing Team!