But all too often, the burden of staying current falls to the customer. Deciding on the best options can be challenging enough in times of calm. When someone’s busy navigating a flurry of life events, the task can prove nearly impossible.
“One of the things that’s most important is being able to specialize what suits your needs. Anything from changes in your family, updates and constant assessments of what you may qualify for.”
But what if professionals and firms could be better prepared for change by being more proactive? What if we could ease the impact of life changes by reassuring our clients that we’re standing by with tools designed specifically to help and protect them?
Customers want more personal recommendations that make it easier to keep up with their life changes.
