Process, Workflow Seeds, and Helpful Links

P0 Prospecting

• Seminar Scheduling Support 
• Potential Lead for CRM 

P1 People

• Qualifying Conversation With Contact 

P2 Plan

• Plan Creation for New Contact 
• LTC Quotes
• Term Quotes
• Indexed Universal Life Quotes
• Annuity Illustration Request

P3 Position – Required

• Money In / New Account for New Client
• Money Out / Withdrawals, Distributions, RMD’s and Conversions
• Annuity Income Research and Election 
• Login Support 

P4 Provision – Required

Money In

• Money In for Existing Client

Money Out

• Money Out / Withdrawals, Distributions, RMDs and Conversions
• Annuity Income Research and Election

Plan / Client Update

• Plan / Client Update
• Portfolio Change Request
• Client Passed
• Change in Marital Status or Family
• Beneficiary Change Request
• Change in Income / Employment
• Other Life Event
• Change in Assets, Liabilities, Risk Tolerance, Goals

Advisor Support

• Research Request
• Update Contact Information
• Merge CRM Contact

Client Support

• Client Support Request
• Client Birthday
• Client Sympathy
• Tax Statements
• Help with Home Purchase
• Login Support
• Invite to Redtail Speak

P5 Compliance – Required

• General Task Support 
• Task for New License  
• Task for Travel Support 
• Meet with the Advisor Team 
• New Team Member Compliance Steps 

P6 Accounting – Required

• Corporate Change Consideration