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4P method for selling pension annuity
4P method to sell pension annuity, pension annuity sales ideas, divided into four parts: Problem, Product, Plan and Process
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4P method for selling pension annuity
- bacteria
This is a mind map about bacteria, and its main contents include: overview, morphology, types, structure, reproduction, distribution, application, and expansion. The summary is comprehensive and meticulous, suitable as review materials.
- Plant asexual reproduction
This is a mind map about plant asexual reproduction, and its main contents include: concept, spore reproduction, vegetative reproduction, tissue culture, and buds. The summary is comprehensive and meticulous, suitable as review materials.
- Reproductive development of animals
This is a mind map about the reproductive development of animals, and its main contents include: insects, frogs, birds, sexual reproduction, and asexual reproduction. The summary is comprehensive and meticulous, suitable as review materials.
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4P method for selling pension annuity
Problem
Key: Identifying the most difficult problems for customers to solve, which annuity insurance can solve, is the key
economic environment, future trends
interest rates falling
Risks of financial products under new asset management regulations
Housing prices and property taxes
Common issues
Social pension issues
average life expectancy extended
Increase in pension costs
Personality as the theme
Quality elderly care
Having a baby at an older age
multi-child education
No saving habit
inheritance rules
No planning
Main points
It is better to study the customer's problems than the customer's needs.
Macroeconomic environments such as falling interest rates and new asset management regulations are not issues closest to customers. There is no need to study too deeply, just know the conclusion!
Personalization is the biggest problem in reaching customers. It takes a long time and the most energy to understand customers!
The starting point for customers is their own problems, not your products
Product
Focus on content
forced savings
Compound interest appreciation
Safe and guaranteed income
Retirement community (added by myself)
Weak attention content
Asset segregation
Tax Planning
Features
Uninterrupted - continuity
Amount determined - certainty
Same direction - full and top sex
Eight functions
3 Compound interest appreciation
1Safe capital preservation
5Financial integration
2 Forced Savings
4Plan to receive
6 Orderly inheritance
7 Tax Advantage Planning
8 Asset segregation
Can be connected to insurance trusts
Plan
Solve 3 stages of problems
Leisure and retirement
Restricted pension
Nursing care and elderly care
It’s better to combine it with last week’s lesson
Solved 3 functional issues
living expenses
Base
Food, clothing, housing and transportation
Quality elderly care
health care
hobby
Entertainment
Travel
Family happiness
emergency fund
unexpected expenses
medical supplement
investment failure
Relatives and friends turnover
children pointed out
Funeral arrangements
to children
quota
Balance
Do not stay
4 stages of pension
savings planning period
Compound interest growth period (whether there is a bonus or a universal account)
Planning the collection period
natural transfer period
Process
arouse interest
How much does retirement cost?
Different retirement ages need to be compared
Concept communication
Retirement care is a necessary “advance” planning. Solve urgent problems first and start retirement planning as early as possible.
Source of pension: Rely on social security? How much can you get now when you retire from the social security pension you originally paid?
Three fears
Afraid of being sick in bed for a long time
Fear of failure in large investments
There are many financial scams in society, mainly targeting the elderly.
Afraid of family property disputes
Inheritance, business disputes
Product explanation
Come up with a plan that corresponds to the third point of solving the problem.
Solve doubts
make a deal
legal attributes
legal attributes
financial attributes