Prepare for the meeting, then follow up

Prepare a first meeting with a fact finder. Re-run the numbers before each call, then send a follow-up with dated figures.

A case can take more than one meeting. The right questions, dated numbers and a same-day follow-up keep it moving toward a signed application.

Uses credits

You'll learn to

• Ask the questions that shape the case, in order
• Bring one dated income figure, then re-run it before each call
• Send a follow-up with dated figures and no links

In this guide

1. 1. Prepare for the first annuity meeting
2. 2. Before the call: what changed since last week?
3. 3. Send the follow-up email the same day
4. 4. What to text after a voicemail or a “maybe”