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Access to a Top Producer –
As part of the service you are entitled to one hour of telephone
coaching from me per month, an advisor who makes over $500,000 per year
in commissions. You will ALSO be able to email unlimited questions to
me and have a response within 48 hours. I’m NOT going to sell you
a system then leave you on your own to implement it. I’m going to
coach you on every aspect of the business to make you a success. (Value $6,000)
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Highly Responsive Seminar Invitation
– Let’s face it, if you want to be truly successful in the
senior market you have to give seminars. There’s just no way
around it. As part of the package you will receive a copy of my highly
responsive seminar invitation that is averaging over 2% response
automatically. This invitation is targeted towards prospects with at
least $100,000 to move into fixed annuities and sharply reduces the
number to plate lickers who show up. (Value $800)
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Power Point Seminar Presentation –
This seminar is unlike anything else you’ve ever seen before.
It’s definitely not a product seminar. It’s meant to
disturb the attendee so that they ask for an appointment. As my
experience shows, over 50% of attendees will sign up for an appointment
right at the seminar. (Value $1,700)
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DVD and AudioTape of the Seminar –
I’ve found the best way to learn a new subject is to listen and
view the material repeatedly. After a couple of times in the DVD player
you should be able to achieve similar results as me. (Value $300)
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All Seminar Handouts Including My Top Secret Seminar Evaluation
– These handouts will save you a tremendous amount of time.
They’re designed to position you as the “Trusted
Advisor.” All you’ll have to do is go to Kinko’s and
make copies. (Value $500)
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Appointment Confirmation Letter –
There is a trick to sending out confirmation letters. I wasn’t
aware of it until I had several “no shows” in one week.
Once I fixed what I was doing wrong my “no shows” were
virtually eliminated. I’m going to share this with you. My
prospects show up for their appointment with their tax returns and all
brokerage statements. Do you think you could do business with people
who bring all of their information to the first appointment? (Value $250)
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FOUND MONEY Report
– This is the report we offer in seminars that itemizes excess
fees and taxes that seniors are paying. The idea for the seniors is to
find out how much money they overpaying in taxes and investment fees.
Before you can ask a senior to hire you as their advisor, you MUST tear
apart their current portfolio and tax return and show them they have a
problem. The report points out all of the money being lost due to
excess fees and taxes as well as poor investment returns. You will
receive the FOUND MONEY Report template as well as instruction on how
to fill it out. Half of the prospects who receive this report hire me
on the spot to fix their problems. (Value $250)
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Fee Agreements –
If you want to truly take your income to the next level then you have
to charge fees. I’m going to show you how brain-dead easy it is
to charge fees without needing a broker/dealer or anything like that.
Once you see how easy it is, you’ll wonder why you waited so
long. You see prospects have been conditioned that paying a fee is the
way to go when it comes to financial advice. By charging a fee you go
from salesman to trusted advisor. I’ll show you what to charge
and how to present it (You can be successful without charging fees, but
my income doubled when I started selling financial planning fees first.
It changed the client’s whole perception of me.). (Value $99)
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Back-End Sales Presentations
– It took me over three years to refine the back-end of my
business. These presentations are the cutting edge of sales using
permission-based marketing. Using these presentations, the client will
tell YOU they want annuities. You won’t have to sell them on the
benefits. You will have more equity index annuity sales leads than
you’ll know what to do with. Remember, you can have all the
prospects in the world walk into your office, but if you don’t
have a system to sell them products and services then you won’t
be successful. (Value $3,000)
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Principal and Interest Guarantee Software Program –
Clients don’t buy products, they buy concepts. The Principal and
Interest Guarantee Software Program will show clients how to maximize
return and minimize risk using annuities. Once you start using this
program, your average case will soar to over $200,000 per client. It
logically and graphically explains the benefits of a portfolio of fixed
annuities. This program changed my life. (Value $500)
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Postcards and Free Reports –
Industry research has shown that 76% of seniors will never attend a
seminar. You need to have a couple of inexpensive marketing systems in
place that attract these high value clients. Once these clients are
identified you need to keep dripping on them until they do business
with you or they tell you to stop. These reports have proven to be very
successful. (Value $800)
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Success Manual –
This is the Mac Daddy of my practice. It describes step-by-step
everything I do to maximize my income. It lets you look under the hood,
so to speak. Nothing is held back. Once you have this manual you can
duplicate my success anywhere. (Value $99)
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Member’s Only Forum – You’ll be able to post questions to other agents see what’s working in other areas of the country
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Press Releases
– Every month we will make available several press releases that
you can use to contact local media. Press releases are very powerful,
but frequently overlooked. When I offered a free booklet for seniors
through a press release I was interviewed on the local TV news. (Value $250)
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Client Newsletters
– You have to touch clients and prospects at least monthly. I
will provide you with a monthly newsletter that you can customize and
send out to your database. When you touch a prospect monthly you
increase the likelihood that they will do business with you in the
future. Newsletters if done correctly will also lead to referrals. (Value $500)
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Website Template
– Seniors are becoming more web savy. You need a website that
will build credibility and drive prospects to make an appointment.
After adding our highly responsive website, our seminar response went
up over 42%. It’s basically a supped up seminar invitation. Over
34% of attendees visit the website before making a reservation. (Value $500)
