Prospective clients will thank you

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Connect with Foresters

Now there is a quick and simple way to illustrate the value of Foresters Financial™ membership to prospective clients.

Our new For What Matters Most worksheet is designed to stimulate conversation and get clients thinking about what matters most to them.

As you work through the questions with your client, you will gather the information you need to show how Foresters membership aligns with what is important to them.

How to use the worksheet

Survey checklist

Step 1

Bring a copy of the worksheet to complete with the prospective client at your first meeting. Ask the questions in the order they appear and record the answers in the space provided.

The left column of the worksheet is focused on understanding your client's insurance needs.

You'll learn if they already have insurance through their employer and if that coverage will be enough to provide for their survivors if the client were to die unexpectedly.

Step 2

The right column of the worksheet focuses on what matters most to your client and includes questions on providing for their children's education, whether they require access to legal services or have a financial planner and if they are interested in participating in events that give back to their community.

These questions lay the groundwork for talking about Foresters unique member benefits.¹

Survey checklist

Step 3

The back of the worksheet provides a summary of Foresters member benefits. Now you demonstrate the value of what we have to offer based on the answers your client provided on the front of the worksheet.

Foresters Competitive Scholarships² will appeal to clients who express an interest in providing for their children's education.
Legal Link and Everyday Money will be important to clients who do not have a lawyer or financial planner.
Community-minded clients will be interested in learning more about Community Grants and volunteer activities.

In a few simple steps, you have shown your client how Foresters membership can have a positive impact on the well being of their family. Now they will be ready to learn how they can become a member!

Click here to download our For What Matters Most worksheet today!