Wednesday, July 13, 2022
HomeLife InsuranceYour Midyear Consumer Assessment Guidelines for 2022

Your Midyear Consumer Assessment Guidelines for 2022


As you put together to your midyear evaluate conferences with purchasers, these conferences come towards the backdrop of a risky inventory market, increased rates of interest, inflation and the specter of a recession. Whereas these points will seemingly be part of the dialog, it’s necessary to maintain the deal with the shopper’s longer-term planning points.

That mentioned, your purchasers and know which of them is likely to be a bit extra involved concerning the present financial and inventory market points than others. You’ll want to make sure to handle their considerations in the midst of discussing their general state of affairs. 

Deal with the gallery above as a guidelines to your midyear shopper conferences. Whereas these conferences are necessary yearly, they’re maybe a bit extra necessary this 12 months within the wake of the market and financial turmoil we’ve seen. Masking these eight points is an efficient place to begin.


Roger Wohlner is a monetary author with over 20 years of business expertise as a monetary advisor.

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