Every Day is Somebody’s Birthday…and a Sales Opportunity

There is nothing quite like celebrating a birthday. No matter how old you are, it can always be a blast!

If your client’s cake is gleaming like a bonfire, it’s not just their age that deserves to be celebrated. They may also have reached significant financial milestones that are worth celebrating. And once they hit 50, there are new opportunities and actions that they should take.

Use our Legislative Milestones Poster to let your clients know what they can look forward to — and what to do at key birthdays.

– Use the poster as a conversation starter in your first meeting with the client.
– Provide the poster after the meeting as a resource and food for thought.
– Include the poster in a welcome packet for new customers.
– Use it during client check-ins and reviews.
– Hang the 11 x 17 print in your office (or bathroom).

Legislative Milestones Poster
Cat No. 107402
When ordered through Forms and Materials on the Agent Portal, it will print at 11 x 17 inches.
When downloaded, it is 8.5 x 11 inches.