As part of our ongoing commitment to supporting your success, we offer a range of sales support services designed to optimize your practice and enhance your client interactions. Whether you’re looking to refine portfolio strategies, streamline proposal generation, or prepare for client reviews, here’s how we can assist:
Outside Portfolio Analysis
- You have access to expert analysis of external portfolios, helping you to assess and compare your clients’ current investments with potential alternatives. This service is ideal for identifying gaps in clients’ investment strategies and recommending more effective solutions.
Recommending Solutions on the Illuminations Platform
- We can guide you through the Illuminations platform to identify and recommend the most suitable investment solutions for your clients. This includes detailed walkthroughs of the platform’s features and tools, ensuring you can leverage its full capabilities to meet your clients’ specific needs.
Proposal Generation
- If you’re pressed for time or need additional expertise, I’m here to help generate detailed, customized proposals for your clients. This support ensures that you can present professional and well-considered options quickly and efficiently, enhancing your client engagement and conversion rates.
Preparing Notes/Talking Points for Annual Reviews
- Preparing for annual reviews can be time-consuming. We can assist in creating comprehensive notes and talking points that cover key aspects of your client’s portfolio performance, investment strategy, and future goals. This preparation allows you to enter each review fully equipped to answer questions, provide insights, and reinforce your client relationships.
Service Parameters:
- Eligibility: This support is available for cases involving assets in excess of $50,000, ensuring we focus on opportunities with significant impact.
- Turnaround Time: The general turnaround time for these services is between 2-5 business days, allowing for thorough and thoughtful preparation. However, we can expedite the process when the case dictates urgency.
- Accessing Support: Simply contact Mike Chiarella directly via email, mchiarella@nationallife.com, or phone, 802-229-3936, to discuss your specific needs and schedule the required support.
Reach out via email or phone to schedule a time that works for you. Whether it’s a one-time analysis or ongoing support, we’re here to assist with your practice needs, ensuring you can focus on what you do best — advising your clients.
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