Here is a simple strategy that has been used by teachers everywhere: “Tell them what you are going to tell them; tell them; then tell them what you told them. And repeat.” The same plan should apply to your virtual strategy. For example, if you want your clients to use your website to access their reports, you should talk about it a lot: promote it in your newsletter, conduct a webinar, add it as an agenda item during client meetings. You might even want to include a small reminder message as part of your email signature.
The products can accept premium payments up until the insureds turn 100.
A new investment menu feature is aimed at consumers who have financial professionals helping them.
Optum already has ties to about 35,000 physicians.
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