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Kelly C. Ruggles

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American Reliance Group follows a five-fold financial planning process for its clients, who often share the common goal of living independently after retirement.

American Reliance Group follows a five-fold financial planning process for its clients, who often share the common goal of living independently after retirement.

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Kelly C. Ruggles Kelly C. Ruggles Presentation Transcript

  • American Reliance Group offers a Five Fold Approach Towards Financial Planning
  • American Reliance Group follows a five-fold financial planning process for its clients, who often share the common goal of living independently after retirement.
  • Customer Wishes
    • Describe customer needs and wishes
    • Explain the requirements
  • Fulfilling Customer Needs
    • Describe the main attributes of the product
    • Link the product attributes to customer needs
  • Cost Analysis
    • Indicate the financial advantages for the customer
    • Compare quality and price with those of the competition
  • Strengths and Advantages
    • Summarize the special features and advantages of the product being introduced
  • Next Steps of Action
    • Explain the steps that now need to be taken