Advisor Social Distancing & Survival Guide

As we continue our commitment to social distancing amid the COVID-19 pandemic, it is more important than ever for clients to hear from their financial\insurance advisors. It may be nothing more than just checking-in to make sure that they know you are available and thinking about them or reaching out to clients to continue the planning that you were working on or discussing with them before the pandemic hit. However, there are many clients that are underinsured, uninformed or both who need someone to reach out and offer to review their personal life, disability, and\or long-term care insurance and/or business insurance (collectively risk management portfolio).

The GOAL during this challenging time is to continue to manage your practice, and actively remain connected to and provide your clients with a valuable service while continuing to generate revenue for your business. AgencyONE has compiled a Survival Guide for our AgencyONE 100 Advisors that will provide a roadmap to: