2025 NYC Meeting Questionnaire
Kindly respond to the questions below to make our time collaborating during the business meetings successful. We look forward to seeing you in New York City!
Name
1. We typically provide updates on financials, products, sales and operations; would you like us to continue to provide these updates? What else would you like to hear from the SILAC Executive Team?
2. What is your desired outcome for this meeting?
3. We are happy to share that Bloomberg is our sponsor for this year’s Ember trip. What topics would you be interested in hearing about? Examples include an economic outlook, expert panel fireside chat, why they designed the new index, etc.
4. What would help you and/or SILAC better mentor or support other agents in growing their annuity business?
5. Which of the following tools would be most valuable to your sales process? Please rank the top 3 in order of importance (1 = most important):
· Annuity income calculator
· A tool or visual aid to support laddering strategies
· An improved annuity calculator for client illustrations
· Integration of illustrations with pre-sales suitability features
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