o Explain where they are getting their money from o Explain what stocks they have and what return they are getting Allow for large roll overs down the road o Over the phone. How do they know what is best for you? If not, then why?
7 End on a positive note. Double check that you have spelled the recipients name correctly. And nephew to attend any college they choose Allow my family to have someone who can help them in times of great financial need 5Page.o Money Sponsor youth athletic programs Youth hockey leagues Youth golf leagues Protect my familys future Allow my son. This is when you highlight the enriching opportunities you have had, the people who made an impression on you or inspired you, and the overall general (positive) feeling you have for the company. 60462.60 Asian.87.53 never married.000-50.77.30.000-75.77 Grad/professional.000-20.07 divorced o Large percentage of families with greater needs for insurance compared to single individuals Median income.000.67.000.000.03 o Median age 45 years old Room to grow agency as community.