Pension Consultant Question: Download Pension Consultant PDF

Once I was discussing a potential pension plan with a client. She had done her research and had acquired information from a different company. I tried explaining all the benefits she would get from us, but she countered that the other company offered the exact same benefits at a lower rate. I looked into the situation and found that the client was right, so I explained that going with another company was the right move, but if it ended up not working out, we would be there to assist her. A few months later, the client came back saying she was unsatisfied with the services she was getting from the competition, and wanted to work with us.