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A recent LIMRA study found that 63 percent of individuals would ask their family, friends, coworkers or neighbors for referrals to financial advisors.¹

We believe that when financial professionals provide solutions tailored to meet their clients' needs, the more likely clients are to refer their friends and family members.

Our new Referral worksheet can help clients determine who in their circle may need the expertise of a financial professional and should go through the Plan for Living exercise. Plan for Living helps financial professionals create a plan tailored to their client's specific life event or need.

Ask your Genworth representative for more information about our Plan for Living program and using it to help clients understand their financial strategy and its creation.

¹LIMRA: The Financial Advisor's Role in Retirement; The Use of Financial Advisors through Life Stages. 2009

Genworth Financial companies include:
Genworth Life and Annuity Insurance Company, Richmond, VA
Genworth Life Insurance Company, Richmond, VA
Genworth Life Insurance Company of New York, 666 Third Avenue, 9th Floor, New York, NY 10017
Only Genworth Life Insurance Company of New York is licensed to conduct business in New York.
Long term care insurance products issued by Genworth Life Insurance Company and in New York by Genworth Life Insurance Company of New York.
Variable products issued by Genworth Life and Annuity Insurance Company and in New York by Genworth Life Insurance Company of New York.
Principal Underwriter: Capital Brokerage Corporation (dba Genworth Financial Brokerage Corporation in Indiana)
6620 West Broad Street, Building 2, Richmond, VA 23230, Member FINRA

FOR BROKER/DEALER, PRODUCER/AGENT USE ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC.