Demond MatthewsDistrict Manager Primerica
What industry are you in?
What is your job title?
What licenses, designations, or special skills do you have?
I have Series 6 and 63. I have insurance license. I’m also an Accountant by trade. I’m not a CPA though.
Please tell us your process for helping clients?
We have a Financial Analysis that we do for free. It will give them there number they need to retire. Then develop a game plan on how to attack that number. Our company caters to the middle and low class individuals and families. Our Securities products are low to start. We can start as low as $25 a month for a Mutual Fund or IRA and Roth’s. Now this will not get them rich, but get them in the game. With structure and discipline, they will to invest more as they grow. We also have Long Term care products as well. We have many more to offer.
How do you follow up with clients?
We have a CRM that help keep up with clients. When to call, Birthdays, Anniversary, last talk.
Where do you meet clients?
We meet clients at our office, their homes or where they will like to meet.
Do you have a formal referral program at your company?
Are there rewards for sending you referrals?
No, but I can structure something that will work for the both of us. I don’t mind. Everyone can eat.