Insights

Pacific Life's 5 Best Practices for Managing Concerns in a World of Certain Uncertainty


In any time of uncertainty, whether they are personal or business in nature, here are a few items to be considered and potentially be discussing with your clients, but especially during today's "unprecedented times."

  1. As a client's advisor, it is imperative to be very proactive during times of uncertainty.
  2. Frame the conversation around risk.
  3. Help clients consider any upside potential.
  4. Ask if there as been a change in their income or savings that could impact their existing insurance.
  5. Help clients understand other items they may not have considered.

Continually communicating to your clients, especially during these difficult and unprecedented times, only serves to deepen your relationship with them, placing you in a trusted position.

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