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Martin Luther King Jr. Day Closure

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The Sources Of Financial Stress: How To Help Your Clients Cope

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800.888.2461
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Security Benefit is committed to your success. We're here to offer you all the tools and strategies you need to start providing valuable services to educators.

Prospecting

As a financial advisor, new clients are the lifeblood of your practice. The same holds true for the 403(b) market. Learning to effectively and efficiently reach new clients is a skill every advisor should always seek to improve. Review some of Security Benefit's best practices for prospecting here.

 

Working With Clients

Congratulations! The client said "Yes." Now, the real work begins. How can you work to ensure a mutually beneficial, long-term relationship? How can you make yourself invaluable?

 

Spouse and Family

The majority of teachers are married, and many have larger family financial planning needs. You can't really know a client's retirement plans until you know their full family retirement picture.

 

Retirement Rollovers

After a long career, the final rollover for a client is likely to be the retirement rollover. Here you move assets from the long-term accumulation and growth vehicles into the distribution vehicles appropriate for your client at retirement.

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