Help your clients feel more in control and own their outcomes this year – no matter what’s happening in the world.
The impacts of COVID-19 have stretched far beyond global health. Its ripple effects touched nearly every aspect of our lives, but perhaps none more so than those of today’s clients, as they consider their long-term financial plans.
Research shows that more than half of retirement age Americans experienced a negative impact to their investments and savings as a result of the pandemic, and many are rethinking their retirement plans altogether in light of 2020.*
The good news is that today’s financial professionals are uniquely positioned to help clients feel more in control of their finances in the year ahead and for years to come. Here’s how.
Bring the conversation into focus
In person, on the phone, or in a video conference — however you connect with clients, the foundation for meaningful conversations remains the same. Start by letting them drive the agenda. Ask them open-ended questions to understand their priorities and needs. Remember that active listening is critical, and by summarizing what you’ve discussed you’re helping clients know you’re aligned. Finally, ensure sincerity into all interactions and take time to empathize with what your clients are facing.
Own the Outcome Conversation Guide
The 5 words your clients never want to hear again and how you can flip the script for a more optimistic, forward-focused conversation. Contact your Lincoln representative to get your copy today!
Empower clients to take action
At times like this, it can be empowering to help clients shift their focus onto matters within their control — and take action. Bringing options for protection to your clients’ financial and retirement plans can help them feel more confident to accept challenges that come their way – more prepared to navigate volatility, protect their income, and provide a legacy.
You play a major role in helping your clients have more confidence in achieving their financial and retirement outcomes. For more resources and tips, visit www.lfg.com/owntheoutcomesocial.
Partner with us
To learn more about helping your clients plan for a more stable income retirement, contact your Lincoln representative today at 877-533-0265. And follow us on LinkedIn and Twitter for regular insights and tips on retirement income planning conversations.
Tim Seifert has over 30 years of experience in the financial services industry and serves as Senior Vice President and Head of Annuity Sales for Lincoln Financial Distributors, Inc. (LFD), the wholesaling distribution organization for Lincoln Financial Group. In his role as Head of Annuity Sales, Tim leads the Center of Sales Development. He is focused on fostering consultative partnerships between wholesalers and financial professionals as they work with clients to solidify their financial futures and build portfolios based on their specific needs.