FYI…
From: Steve Pandullo <SPandullo@athene.com> =
Sent: Monday, March 16, 2020 12:05 AM
To: =
samuelwiss2012@gmail.com
Subject: Sales Support Material And =
Two Quick Reads On Commuicating With Clients During Volatile =
Times
Sam,
What a wild week! Thursday, we experience =
the largest one-day market drop only to be followed by Friday that saw =
the most significant one-day market gain. When things get volatile, our =
croc brains take over, and we humans tend to run for safety. We forget =
about all the planning we have done and controls we have put in place to =
help ride out the storm. Most of the running can be tamed by being =
available to our clients and keeping open communication. This week I =
wanted to share two articles on how to communicate with clients during =
these volatile times.
Best Communication Practices In Volatile =
Times
https://www.fa-mag.com/news/best-communicatio=
n-practices-in-volatile-times-54428.html?section=3D40
Do Your Clients Need Financial =
Triage?
https://www.fa-mag.com/news/do-your-clients-n=
eed-financial-triage-54529.html
(What Is Financial Triage? =
Financial triage is a =
structured conversation with 5 steps that need to happen sequentially. =
It’s for times when the anxiety level is high, and well-being is =
at risk, usually because of the potential for fear-based decisions or =
indecision.)
Sales Support =
Material
On Thursday, March 12, our index partner HSBC hosted a short format =
– a 15-minute webinar giving a highlight of their respective index, the =
AiPEX, followed by commentary around the market implications of the =
coronavirus and the value the index has been able to deliver during =
uncertain times.
Link Below (Also =
Available On Athene Connect Under =
Webcast)
Performance in the midst of coronavirus: =
HSBC – AiPEX
Recorded on: March 12, =
2020
Thanks,
Stephen J Pandullo, CFP®, RICP®, =
CEPA®, ChFC®
Vice President, Relationship Management IMO =
Channel
Athene USA
C: 515-850-8093 | www.AtheneAnnuity.com | spandullo@athene.com
Electronic communication sent through the =
internet is not secure and its delivery is not guaranteed. This e-mail =
communication and any attachments may contain confidential and =
privileged information for the use of the designated recipients named =
above. If you are not the intended recipient, you are hereby notified =
that you have received this communication in error and that any review, =
disclosure, dissemination, distribution or copying of it or its contents =
is prohibited. If you have received this communication in error, please =
notify me immediately by replying to this message and deleting it from =
your computer. All annuity products and services are offered through =
Athene Annuity & Life Assurance Company and Athene Annuity and Life =
Company, in all states except New York, and in New York through Athene =
Annuity & Life Assurance Company of New York and Athene Life =
Insurance Company of New York. All investment advisory services are =
rendered solely through Apollo Insurance Solutions Group LLC. None of =
the information contained herein should be construed as an offer or sale =
of any security, product, or service of Apollo Insurance Solutions Group =
LLC. Past performance is not indicative of future success. =