Security Benefit

Annual Review Meetings

Best Practices for Annual Review Meetings

Annual or periodic reviews are an important part of building momentum for your practice. Conducting reviews with your clients, not only helps you fulfill your obligation to know your clients, but also helps you build deeper relationships to grow your practice.

According to Kitces.com, a periodic review should be looked at as a “State of The Plan” meeting, which (barring any unforeseen events in their lives) typically lets your clients know that they are making progress towards their goals.1

We’ve put together some best practices to serve as a guide to help you create a positive experience for your clients.

We want to help you to have successful meetings with your clients and create a positive and memorable experience for them. As a premier provider, we want to help you stand out from your competitors with the resources we've gathered for you here.

Download Best Practices Guide
Agenda
Agenda

An agenda can help you stay on track with the items that need to be covered during the review. Ideally, the agenda should be delivered to clients several days before your meeting. The agenda can help set expectations, build trust, and give clients an opportunity to add anything that may have changed since your last meeting with them. Do you already use an agenda? If not, we have created a sample agenda template to help you get started.

Risk Quiz
Risk Quiz

This quiz can help your clients determine their investing comfort zone and the model that may best suit their goals and objectives. Add up the points from their responses and use the scoring guide on the following page to help you select their asset allocation model.

Personal Finance Inventory
Financial Inventory

This comprehensive review will allow you to put all your clients' relevant financial information in one place.  It will also help you prepare a plan to meet their personal financial and retirement goals.

Retirement Income Planner
Retirement Income Planner

Retirement Income Planner Description


Related Resources

In support of our dedication to education professionals, we are proud to present these additional resources to help you engage the teachers, administrators and education workers in your network.

Virtual Meeting Center
Virtual Meetings

With virtual, online meetings becoming the norm, we have created this resource center complete with meeting guides, virtual resources and a library of presentations and corresponding invitation templates to help you plan, conduct and maximize your virtual meetings.

One Day Challenge
One Day Challenge

We’ve provided you with social media posts, email invitation templates, flyers, online banners and even a reward to help you promote the importance of meeting with you to create a plan.

Whether it’s doing annual reviews, asset consolidation, or just getting started, use this campaign to motivate your clients to start planning for their One Day.

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS
 

Services are offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).

SB-10011-77 | 2021-07-02