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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.

Published in: Business, Economy & Finance
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Kelly C. Ruggles

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

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