2-minute article

Keep your goals on track with a year-end checklist

When the current year starts winding down, it's a great time to think about how you want to continue growing your business in the next year. It can seem like a daunting task, but spending some time up front to create a checklist can make the end results more attainable.

This checklist will help you plan ahead of time so you are ready to hit the ground running when the new year arrives. Once you've completed your checklist, use it as a roadmap for the year. Refer to it to help reach your goals and take your business to the next level.

Get this checklist as a PDF



Here are some items to help you start creating a year-end checklist:

  • Determine the level of sales you want to reach
    It could be a number, dollar amount or both.
  • Establish client contact points throughout the year
    Keep in mind birthdays, anniversaries, or significant upcoming events such as a
  • Continuously expand your knowledge of the products and services you offer
    What's the newest solution for your clients? Are there new products or features that
    may help them achieve their goals?
  • Examine your prospecting process
    Does it need to be fine-tuned? What kind of goals have you put around it? How
    many people do you need to contact each week or month?
  • Create a list of clients that are due for a review of their retirement goals
    Establish a schedule for contacting them.
  • Thank clients for their business
    Recognition can come in many forms, including a card, email, call and video. Use a
    combination to test and see what works best. Consider offering clients something of
    value, such as a whitepaper or checklist. The Athene Help keep your retirement
    plans on track whitepaper offers a helpful retirement timeline.
  • Ask for feedback on the service you provide
    This can be done by calling, sending an email survey or a mailed survey. You can
    then follow up and ask for referrals.

Athene is here to help

To start prospects thinking about the retirement savings and income they may need to reach their goals, share our Retirement expense and needs finder. Once they’ve begun thinking about a budget, The “what ifs” of retirement white paper can show them, and your clients, how fixed indexed annuities can help provide answers to the three most common retirement concerns. Use these materials to get — and keep — the retirement planning conversation going. We’re here to help you build business with solutions designed to help your clients retire confidently.

This information is brought to you by Athene — where innovative annuity solutions are powered by unconventional thinking.