Though a number of financial security needs are suggested in the Franklin Electronics, Inc. Case Study, it is unlikely that the principals will want or be able to deal with more than one or two of these issues at a time. Thus, the agent's job is to help the businessowners identify their needs and wants, objectives and concerns, determine those which are the most important to them, find solutions they can afford, and encourage them to take action.
In the future, the agent should stay in frequent contact with these clients to provide on-going service, monitor their evolving business and personal situations and encourage them to address their other financial security priorities.
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