Your client says, “No thanks.”
Now what?
Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a rejection, it’s just the beginning of more meaningful dialogue.
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Product R + D
LTC Costs, Longevity and the Sandwich Generation: The Biggest Risks Facing Retirees in 2025
Long-term care is too overlooked. Get tips to strengthen client plans with this critical component of financial security.
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The Peak 65 movement is highlighting the importance of annuities and other protected income. Read on to see how you can help clients’ peace of mind.