Receiving a letter in the mail is a bit intriguing, especially in this era of e-mail and texting. Who is sending us a letter, and what do they have to say?
Annuity customers do receive such mail from their financial advisors following an appointment. This is the follow-up letter, and what it says can make a lot of difference in the advisor-client relationship going forward, according to Attorney Katherine Vessenes of Chanhassen, Minn. she has definite views on how financial advisors should handle such letters in relation to variable annuity sales.Click here for the article, “The Do’s And Don’ts Of Follow-Up Letters”