Priority Approaches

Traditional Prospect/Client Approaches – The Priority Planning Concept is the simplest, least intrusive and most effective method of approaching personal, retirement and business prospects. The section contains field-tested Priority Planning Reviews (PPRs) that can be personalized and used to reveal a prospect's most important needs.

  • Personal Priority Planning Review (with P&C insurance)
  • Personal Priority Planning Review (without P&C insurance)
  • Retirement Priority Planning Review (with P&C insurance)
  • Retirement Priority Planning Review (without P&C insurance)
  • Business Priority Planning Review

"E-Mailable" Prospect/Client Approaches - Same concept as above but in a fillable pdf form that can be e-mailed to clients for annual reviews or to prospects as a pre-interview tool.