Your Trimester October Sales idea

The upcoming election, volatile interest rates, persistent inflation, and the looming sunset of the Tax Cuts and Jobs Act are creating doubt among clients.

Now is the time to help clients turn their uncertainty into confidence.

With our latest sales idea, you’ll help clients realize their available options, including how to insulate themselves against risk, prepare for unpredictability, and more.

Activate this sales idea by using the sales kit on the Trimester Sales Strategies site.