Does your client’s financial home need a makeover?

About this episode

Samantha Hart discusses the collaboration between Sales and Marketing to enhance value for agents and clients.

In our latest episode of Annuity Chat, Samantha Hart, Director, Marketing Content Strategy, shares how Sales and Marketing are partnering like never before to deliver more value to agents and their clients, including: •The power of Sales and Marketing alignment •Our client-approved materials that make an impact •How we’re raising the bar with the Financial Home Makeover

People in this episode

Guest: Samantha Hart

Topics covered

• Sales and Marketing alignment
• Financial Home Makeover
• Client-approved materials
• Value delivery
• Agent support

Keywords

• financial home
• makeover
• Sales and Marketing
• client materials
• agent value

Mentioned in this episode

Organizations: North American Company for Life and Health Insurance

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