PRUDENTIAL MOD2
Explainer Video Script
Man
Alright, let's figure out how we're gonna knock it out of the park this year.
Woman
Hah. God knows its not that easy these days. It seems like we're all going after the same clients, saying the same thing. It becomes harder and harder to find new things to talk about. Clients have access to so much information and plans are just not moving like they used to. It becomes a real challenge to differentiate ourselves.
Man
Yeah. The key is to really focus on outcomes, doing whats right for the client. helping them solve the problem of retirement readiness for their employees.
Woman
Yeah
Man
We need something new, something exciting, something that can set us apart. Remember how we made fun of PPA, and how it help separate us from the rest of the pack. Clients really appreciated our expertise on that.
Woman
You're right. We need a real game-changer here, I just wish that there was something like that today.
Man
Wait a second, there is.
Woman
In-Plan Guaranteed income products?
Man
Not only does it mean a dire need out there, but it's also something new to talk to clients about. Something that will add real value! Particularly employers who have made a shift from DB plans to DC plans and are trying to learn how to make up for it.
Woman.
Yeah! And what about those clients that are worried that their employees are delaying their retirements?
Man
Or all those clients you want to make sure that they have the most comprehensive plan possible.
Woman
And the beauty of these is that they don't have to cost the employer anything, do they?
Man
I think this could really reinforce our position as a leader! We can help them see the benefits, we can help them benchmark all the options out there, we can help them understand how income products work in their plan!
Woman
Not to mention the ongoing Fiduciary Services and of course, helping the participants understand it all.
Man
So you think this could have the same impact on our business as PPA?
Woman
Sure. Hehe. Why not?
Man
Not only that, but recent fee disclosure ranks the sick raid addition to our products. This is good news. Surprisingly good news! In-Plan Guaranteed Income Products. They really can add value.
Woman
So how should we get started? Let's make sure we're out in front of this so we're not left behind.
Man
Your absolutely right, I think we should first take a look at our book and figure out which of our clients this makes the most sense for. And then let's take a look at some of those prospects you wanted me to talk to.
Narrator
Do you wanna get started? To help you we've provided some screening criteria you may want to consider. It can be found in the tool kit. And in the next module we will give you all the information you need to apply our incorporate guaranteed income products, of features, of benefits, and about all the different products our there. Guaranteed income, a surprisingly good news story.
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- Topic: Healthcare, Education, Insurance