The Mission. Annuity Sales Academy Curriculum The Lesson Plan to help People Achieve Retirement Dreams

Size: px
Start display at page:

Download "The Mission. Annuity Sales Academy Curriculum The Lesson Plan to help People Achieve Retirement Dreams"

Transcription

1

2 The Mission The mission of the Annuity Sales Academy program is to bring vision to the Real World of Opportunity for Retirement Wealth Builders with knowledge and professional strategies that will succeed beyond all prior accomplishments. Some claim Annuity Agents will soon be extinct with Annuities sold through outlets like Costco. Here s my response: WARNING Costco may be your retirement planner and your mechanic can do your next root canal... both will be costly and painful. The Next Two Decades will present us with our challenges and opportunities to help guide and direct people into Retirement Wealth with growing income for life successfully implemented with Social Security. Annuity Sales Academy Curriculum The Lesson Plan to help People Achieve Retirement Dreams The Law of Annuity Sales Success 1. The Law of The Mastermind 2. The Golden Rule of Success 3. The Principles of Wealth Accumulation 4. Annuity Sales Success Defined Explore the World of Opportunity Million People in the Red & Red Hot Zones 6. Corporate Pension Plans are in demise 7. State & Federal Pension Plans are underwater 8. Social Security Visionary or Illusionary The Retirement Wealth-Builders Master Plan 9. Develop your own Sales Master Plan with/an Endless supply of prospects & referrals Annuity Sales Success 10. How to Win Prospects & Influence Clients 11. Workshop Programs 12. Seminar & Workshop Programs 13. Lead & Referral Programs

3 The Annuity Sales Academy Sales & Marketing Guides FREE to all program attendees Guide your clients and prospects safely through the Red Zone and the Red Hot Zone into the Retirement Zone with streams of increasing income for life. The Annuity Sales Academy Sales & Marketing Guides will help you become a Multi-Million Dollar Producer in the Generation X Market, the Boomer Market, the Senior Market, and the Federal Employee Market. The Annuity Sales Academy Marketing Guides include: The Retirement Wealth-Builders Master Plan A Boomers Money Smart Guide to Social Security Income The FED Visionary Retirement Income Planning Guide News Letters & Special Hand Out Materials The Annuity Sales Academy Sales Materials include: Lead Programs Seminar & Workshop Invitations Seminar & Workshop program materials PowerPoint Presentations Sales Videos Money News & Views Radio CD Financial Organizer

4 The One Book 77 Million Boomers Need Now! Featured on Money News & Views Reveals the best strategies to maximize social security income. This guide charters new water to greater social security income and brings focus to appropriate steps to take to protect and grow retirement plans in the Red Zone. Proven Successful Boomer Invitation that will draw an audience to Social Security Workshop Programs

5 Boomer's Visionary Guide 4-page handout that can be used in Workshops, lead generation and table top displays. This Guide stimulates action to seek more information and guidance. Lead Card Brings awareness to the importance of the book A Boomers Money Smart Guide to Social Security illustrating how to maximize Social Security Income with annual increases for life and how to protect and grow retirement plans in the Red Zone. Scroll down there s more to come...

6 The Workshop Presentation Folder Filled with valuable materials that educate and motivate people into action. Powerful PowerPoint Presentation How to maximize & coordinate Social Security Income with other retirement plans. Ways to Grow & Protect Retirement Plans in the Red Zone & The Red Hot Zone.

7 The FED Retirement Market is an Emerging & Growing Opportunity The FED Visionary Retirement Income Planning Guide Draws Federal Employees into Workshop programs to help them understand the availability of multiple streams of retirement income and how to protect and grow their TSP (Uncle Sams s 401K). Federal Employees are searching ways to maximize retirement income and many want to retire at the earliest date. Scroll Down to Preview the Arsenal of FED Employee Sales & Marketing Materials

8 ANBCs Arsenal of FED Employee Sales & Marketing Materials w/ PowerPoint Presentation Federal Employee Workshop materials that can also be used in one-on-one presentations. A powerful presentation that sets appointments and closes sales. Note: Uncle Sam is downsizing and offering early retirement buyouts and employees are searching for information & guidance. The Financial Organizer The Organizer brings focus to the Arduous of maintaining records of valuable accounts & information for easy accessibility. The Organizer has indexed tabbed pages and inventory pages. The Organizer is helping people uncover lost assets and many have discovered lost family treasure. For more information on The Organizer visit

9 The Annuity Sales Academy Manual Introducing The Law of Annuity Sales Success & The Retirement Wealth-Builders Master Plan 1. Annuity Sales Academy Curriculum The Lesson Plan to help People Achieve Retirement Dreams The Law of Annuity Sales Success 1. The Law of The Mastermind 2. The Golden Rule of Success 3. The Principles of Wealth Accumulation 4. Annuity Sales Success Defined Explore the World of Opportunity Million People in the Red & Red Hot Zones 6. Corporate Pension Plans are in demise 7. State & Federal Pension Plans are underwater 8. Social Security Visionary or Illusionary The Retirement Wealth-Builders Master Plan 9. Develop your own Sales Master Plan with/an Endless supply of prospects & referrals Annuity Sales Success 10. How to Win Prospects & Influence Clients

10

The Golden Bonus Opportunity

The Golden Bonus Opportunity The Golden Bonus Opportunity There is no business like the Money business The Annuity Business is the Money Business like no other business. The Annuity Business Annuity Sales is the most rewarding of

More information

LEAD GENERATION MARKETING EXPERTS

LEAD GENERATION MARKETING EXPERTS LEAD GENERATION MARKETING EXPERTS Market Maker International: Leaders in Lead Generation Providing a suite of marketing solutions with a focus on lead generation, conversation and technology; MMI are perfectly

More information

About Us...3. Meet the Faculty...4. The Federal Employee s Early Career Benefits Workshop...5

About Us...3. Meet the Faculty...4. The Federal Employee s Early Career Benefits Workshop...5 2011 Table of Contents About Us...3 Meet the Faculty...4 Workshops The Federal Employee s Early Career Benefits Workshop...5 The Federal Employee s Mid-Career Financial Guidance Workshop...6 The Federal

More information

LEAD GENERATION MARKETING EXPERTS

LEAD GENERATION MARKETING EXPERTS LEAD GENERATION MARKETING EXPERTS Market Maker International: Leaders in Lead Generation Providing a suite of marketing solutions with a focus on lead generation, conversation and technology; MMI are perfectly

More information

Installing Lync. Configuring and Signing into Lync

Installing Lync. Configuring and Signing into Lync Microsoft Lync 2013 Contents Installing Lync... 1 Configuring and Signing into Lync... 1 Changing your Picture... 2 Adding and Managing Contacts... 2 Create and Manage Contact Groups... 3 Start an Instant

More information

ON DEMAND LEAD GENERATION & MARKETING

ON DEMAND LEAD GENERATION & MARKETING ON DEMAND LEAD GENERATION & MARKETING The most successful lead generation resources in the nation. Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate

More information

Compass Retirement Solutions LLC 10845 Olive Blvd Suite 190 Saint Louis MO 63141 Tel: (314) 373-1598 Fax: (314) 918-1909 e-mail:

Compass Retirement Solutions LLC 10845 Olive Blvd Suite 190 Saint Louis MO 63141 Tel: (314) 373-1598 Fax: (314) 918-1909 e-mail: Compass Retirement Solutions LLC 10845 Olive Blvd Suite 190 Saint Louis MO 63141 Tel: (314) 373-1598 Fax: (314) 918-1909 e-mail: marvin@compassretirementsolutions.com Protecting your Future, Securing your

More information

The complete guide to client-referral seminars

The complete guide to client-referral seminars The complete guide to client-referral seminars Your business growth will be tied to how successful you are at three specific activities: 1. Client referrals 2. Client appreciation events 3. Client seminars

More information

SECURITY-BASED TABLETOP EXERCISE

SECURITY-BASED TABLETOP EXERCISE SECURITY-BASED TABLETOP EXERCISE USER GUIDE 6/23/2015 Page 1 of 6 INTRODUCTION Emergency incidents are not common occurrences, but the timely and appropriate response to an incident is critical to the

More information

Million Dollar Pipeline Program Workbook

Million Dollar Pipeline Program Workbook Million Dollar Pipeline Program Workbook Welcome to the Million Dollar Pipeline Program! Thank you for participating in the Million Dollar Pipeline Program training, live workshops, and resources designed

More information

GET TO THE HIGH GROUND

GET TO THE HIGH GROUND GET TO THE HIGH GROUND Build your practice and reach heights you never thought possible, using tools, ideas and strategies created by reps, for reps. www.peakbrokerageservices.com It s Not Me, It s You...

More information

Now you can reach. new heights. with... Retirement Plan Sales & Service Guide. AdvisorEdge Consultant: 800-524-401k, option 3

Now you can reach. new heights. with... Retirement Plan Sales & Service Guide. AdvisorEdge Consultant: 800-524-401k, option 3 Now you can reach new heights with... Retirement Plan Sales & Service Guide AdvisorEdge Consultant: 800-524-401k, option 3 Get the Edge on Your Competition What is AdvisorEdge? Benefit Consultants Group

More information

PROFESSIONAL SERVICES & TRAINING

PROFESSIONAL SERVICES & TRAINING shelby PROFESSIONAL SERVICES & TRAINING for Shelby v.5 Arena Shelby Financials We offer a wide variety of training options geared to fit your needs and budget. Our mission is to help you use our software

More information

Frequently Asked Questions (FAQs) ULA RETIREMENT PLANS ULA PENSION PLAN FOR HOURLY REPRESENTED EMPLOYEES ULA 401(K) SAVINGS AND RETIREMENT PLAN

Frequently Asked Questions (FAQs) ULA RETIREMENT PLANS ULA PENSION PLAN FOR HOURLY REPRESENTED EMPLOYEES ULA 401(K) SAVINGS AND RETIREMENT PLAN Frequently Asked Questions (FAQs) ULA RETIREMENT PLANS ULA PENSION PLAN FOR HOURLY REPRESENTED EMPLOYEES ULA 401(K) SAVINGS AND RETIREMENT PLAN Updated: April 28, 2015 Changes since last update are in

More information

Strategies for success in financial education

Strategies for success in financial education Strategies for success in financial education by Robin G. Newberger, business economist, and Anna L. Paulson, vice president and senior financial economist, Financial Markets Group The Federal Reserve

More information

The New Mother-Of-All-Systems

The New Mother-Of-All-Systems 72 HOUR BONUS When you order 1,000 Power Niche Leads You Also Receive Our Digital Version Of 197 Little Known Marketing Strategies And The New Mother-Of-AllSystem You Also Receive The Digital Version Of

More information

Vice President, Acquire Direct Marketing Provides financial professionals with B2C direct marketing Responsible for strategic marketing initiatives

Vice President, Acquire Direct Marketing Provides financial professionals with B2C direct marketing Responsible for strategic marketing initiatives Vice President, Acquire Direct Marketing Provides financial professionals with B2C direct marketing Responsible for strategic marketing initiatives offered to financial advisors, insurance and tax professionals,

More information

How To Grow Your Business With Advisoredge

How To Grow Your Business With Advisoredge AdvisorEdge Consultant: 800-524-401k, option 3 What is AdvisorEdge? Benefit Consultants Group has developed an innovative, turnkey retirement plan sales and service program for financial professionals.

More information

www.superagenttools.com Your guide to our award-winning Super Agent Tools! www.csifg.com

www.superagenttools.com Your guide to our award-winning Super Agent Tools! www.csifg.com Your guide to our award-winning Super Agent Tools! It s the ideas. The more ideas you have and the more knowledge accumulate, the greater your opportunities become. In today s fast moving society, fingertip

More information

WSCA Professional Development & Education Coordinator. Position Role and Responsibilities

WSCA Professional Development & Education Coordinator. Position Role and Responsibilities WSCA Professional Development & Education Coordinator Position Role and Responsibilities OUR MISSION: The mission of WSCA is to advance the profession of school counseling in preschool through post-secondary

More information

Customized Database Portfolio

Customized Database Portfolio T.Byrd Business and Technology Solutions Customized Database Portfolio Developed and Created by: Trina Byrd, President Real Estate Management System Tracks a Realtor s customer information, appointments,

More information

People who choose to work with us definitely: Have fun Make Money Make a difference

People who choose to work with us definitely: Have fun Make Money Make a difference We believe in helping families become financially stable. We believe in enriching and empowering our partners to help others achieve financial stability and independence. People who choose to work with

More information

Back To Its Roots. Is the Annuity Market at a Crossroads?

Back To Its Roots. Is the Annuity Market at a Crossroads? R e t i r e m e n t Income Annuities: Helping Our Industry Get Back To Its Roots Is the Annuity Market at a Crossroads? T By Garth Bernard, FSA, MAAA Vice President, Retirement Solutions, Retirement Strategies

More information

Getting Started with 20/20 Insight TRIAL VERSION

Getting Started with 20/20 Insight TRIAL VERSION Getting Started with 20/20 Insight TRIAL VERSION 20/20 Insight is a registered trademark of Performance Support Systems, Inc., Newport News, VA. Windows XP, MS Outlook, MS Word, Excel and PowerPoint are

More information

Daily Deal Builder is a product of HC Consulting Group, a software company started in late 2007 that has multiple SaaS products and solutions.

Daily Deal Builder is a product of HC Consulting Group, a software company started in late 2007 that has multiple SaaS products and solutions. This overview outlines the strategy for the marketing and sales of Daily Deal Builder group buying and daily deal software (www.dailydealbuilder.com) and training to small and mediumsized business and

More information

The Insured Annuity Strategy. What would you do in retirement if you knew your income was guaranteed for life?

The Insured Annuity Strategy. What would you do in retirement if you knew your income was guaranteed for life? The Insured Annuity Strategy What would you do in retirement if you knew your income was guaranteed for life? Enjoy the retirement you want to live. You re working hard to save for your retirement. Yet

More information

Future leaders programme

Future leaders programme Future leaders programme Helping you work, learn, manage and lead... Future leaders programme Our future leaders programme equips Orbit managers and directors with the skills to manage teams, partnerships

More information

From Your Website to a Sales Meeting in 60 Seconds or Less

From Your Website to a Sales Meeting in 60 Seconds or Less Five proven ways to shorten the distance from your website to conversation with online appointment scheduling Overcoming the Daunting Sales and Marketing Realities Meetings with prospective customers fuel

More information

How To Market A Mkoplasty

How To Market A Mkoplasty Hip Application Knee Application MAKOplasty Best Practice Marketing Market Development Through Patient Seminars and Referring Physician Programs MAKOplasty Best Practice Marketing Hospitals and surgeons

More information

CONNECTION. BIG picture. ...and see the MAKE THE CONNECTING INVESTMENT ADVICE INVESTMENT ADVICE WEALTH PROTECTION REAL SOLUTIONS

CONNECTION. BIG picture. ...and see the MAKE THE CONNECTING INVESTMENT ADVICE INVESTMENT ADVICE WEALTH PROTECTION REAL SOLUTIONS CONNECTION MAKE THE INVESTMENT ADVICE WEALTH PROTECTION REAL SOLUTIONS...and see the BIG picture with with Money for Money Life for Life CONNECTING INVESTMENT ADVICE with wealth protection solutions Scotia

More information

SAMPLE SEMINAR. With the highly experienced staff of Ron Graham & Associates Ltd., the employer will enjoy the following benefits:

SAMPLE SEMINAR. With the highly experienced staff of Ron Graham & Associates Ltd., the employer will enjoy the following benefits: RON GRAHAM AND ASSOCIATES 100, 10585-111 Street,Edmonton, Alberta T5H 3E8 Telephone (780) 429-6775 Facsimile (780) 424-0004 rgraham@rgafinancial.com EXECUTIVE SUMMARY SAMPLE SEMINAR We have prepared this

More information

Fast Start Planner Guide

Fast Start Planner Guide Fast Start Planner Guide How to Set Up and Use your OCS Productivity Planner For Financial Services Professionals www.onecardsystem.com 2008, The National Underwriter Company OCS Productivity Planner The

More information

Building your Ambit Energy Empire

Building your Ambit Energy Empire Building your Ambit Energy Empire People spend months doing the business, then get a check and think, this isn t working. That s not true! What they are doing isn t working. The most important reason why

More information

Retirement Benefits Decision Guide

Retirement Benefits Decision Guide Retirement Benefits Decision Guide For rehired, newly eligible and former CalPERS-covered employees RETIREMENT Chapter Title BENEFITS DECISION GUIDE REHIRED, NEWLY ELIGIBLE AND FORMER CALPERS-COVERED EMPLOYEES

More information

Security Benefit Life Insurance Company Advertising Guidelines

Security Benefit Life Insurance Company Advertising Guidelines Security Benefit Life Insurance Company Advertising Guidelines I. Introduction Security Benefit Life Insurance Company (SBL) created these Guidelines to assist you in developing materials used in the marketing

More information

We re serious about your success.

We re serious about your success. A B R A N D T H A T S A Y S S U C C E S S. T H E T O O L S & T R A I N I N G T O D R I V E I T. We re serious about your success. Join the Coldwell Banker Team W E R E S E R I O U S A B O U T Y O U R S

More information

OLD MUTUAL FINANCIAL WELLBEING PROGRAMME EDUCATE. EMPOWER. ENABLE.

OLD MUTUAL FINANCIAL WELLBEING PROGRAMME EDUCATE. EMPOWER. ENABLE. OLD MUTUAL FINANCIAL WELLBEING PROGRAMME EDUCATE. EMPOWER. ENABLE. EDUCATE. EMPOWER. ENABLE. Tomorrow belongs to those who prepare for it today. African proverb In order for any person to be able to secure

More information

56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training.

56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training. 56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training. Jay Abraham is a man you should all know. If you do not - go to the library and start learning - just do it! He

More information

GUILFORD TECHNICAL COMMUNITY COLLEGE. Summer/Fall 2015 Small Business Center Seminars & Classes

GUILFORD TECHNICAL COMMUNITY COLLEGE. Summer/Fall 2015 Small Business Center Seminars & Classes GUILFORD TECHNICAL COMMUNITY COLLEGE Summer/Fall 2015 Small Business Center Seminars & Classes CAMPUS LOCATION & CODES HPPL Percy H. Sears Applied Technologies Center 601 Main Street Jamestown, NC 27282

More information

HOW DO YOU GET TODAY TO FROM SOMEDAY? SUNCOAST ADVISORY GROUP SOMEDAY BEGINS TODAY

HOW DO YOU GET TODAY TO FROM SOMEDAY? SUNCOAST ADVISORY GROUP SOMEDAY BEGINS TODAY SOMEDAY? HOW DO YOU GET FROM TODAY TO SUNCOAST ADVISORY GROUP SOMEDAY BEGINS TODAY How am I going to live today in order to create the tomorrow I m committed to? - A NTHONY ROBBINS CLARITY. TARGETS. STRATEGIES.

More information

THE SMALL BUSINESS ADVANTAGE:

THE SMALL BUSINESS ADVANTAGE: THE SMALL BUSINESS ADVANTAGE: How Entrepreneurial Firms are Bidding for Success with the Federal Government A White Paper from The Reverse Auction Research Center Author: David C. Wyld Founder and Director

More information

Specia Nation. Materials

Specia Nation. Materials Specia al Needs Trusts Nation nal Conference Friday, October 16, 2015 Breakout Session 3 3:15 P.M. 4:05 P.M.. Marketing Your Special Needs Planning Skills to Others; Expanding Your Practice Focus Presenter:

More information

The Seven Critical Questions To Ask BEFORE Hiring An Elder Care Attorney

The Seven Critical Questions To Ask BEFORE Hiring An Elder Care Attorney Consumer Report: The Seven Critical Questions To Ask BEFORE Hiring An Elder Care Attorney Provided by: Vouga Elder Law, LLC 636-394-0009 www.vougaelderlaw.com 1819 Clarkson Road, Suite 200 Chesterfield,

More information

LUTC Fellow LUTCF. LUTC 201 Exploring Personal Markets. LUTC 202 Meeting Client Needs. What is the LUTCF? Earning a LUTCF. Course Description:

LUTC Fellow LUTCF. LUTC 201 Exploring Personal Markets. LUTC 202 Meeting Client Needs. What is the LUTCF? Earning a LUTCF. Course Description: LUTC Fellow LUTCF What is the LUTCF? Are you a life insurance professional looking to get your career off to a productive start? Or perhaps a financial services professional who wants to know more about

More information

SEMINAR PLANNING GUIDE

SEMINAR PLANNING GUIDE SEMINAR PLANNING GUIDE A complete guide and checklist for successful sessions with clients and prospects CONDUCTING A SUCCESSFUL SEMINAR Putting together a seminar can be time consuming and stressful,

More information

Performance Management and Professional Development Course. Kazakh Humanitarian Juridical Innovative University, Kazakhstan, Semey.

Performance Management and Professional Development Course. Kazakh Humanitarian Juridical Innovative University, Kazakhstan, Semey. Performance Management and Professional Development Course at Kazakh Humanitarian Juridical Innovative University, Kazakhstan, Semey March 9-13, 2015 Course Overview This course has been designed for higher

More information

A PROVEN LEAD GENERATION MODEL CONNECTING YOU WITH YOUR MOST VALUABLE PROSPECTS

A PROVEN LEAD GENERATION MODEL CONNECTING YOU WITH YOUR MOST VALUABLE PROSPECTS A PROVEN LEAD GENERATION MODEL CONNECTING YOU WITH YOUR MOST VALUABLE PROSPECTS For the past ten years, has become the go-to source for active producers who are looking to grow their business, and marketing

More information

SEMINARS & WORKSHOPS 2015

SEMINARS & WORKSHOPS 2015 SEMINARS & WORKSHOPS 2015 SEMINARS 3 HOURS Social Media Level 1 Must Haves, Should Haves & Wants Social Media Level 2 Bump It Up! Strategies for Success Cost Effective Marketing 82 No or Low Cost Ways

More information

MEMORANDUM OF UNDERSTANDING FY 2014 VOLUNTARY EARLY RETIREMENT AUTHORITY (VERA) AND VOLUNTARY SEPARATION INCENTIVE PAYMENT (VSIP) OPPORTUNITIES

MEMORANDUM OF UNDERSTANDING FY 2014 VOLUNTARY EARLY RETIREMENT AUTHORITY (VERA) AND VOLUNTARY SEPARATION INCENTIVE PAYMENT (VSIP) OPPORTUNITIES MEMORANDUM OF UNDERSTANDING FY 2014 VOLUNTARY EARLY RETIREMENT AUTHORITY (VERA) AND VOLUNTARY SEPARATION INCENTIVE PAYMENT (VSIP) OPPORTUNITIES This Memorandum of Understanding (MOU) is entered into, by

More information

Basic Computer Skills Module 4. Introduction to Microsoft PowerPoint 2010

Basic Computer Skills Module 4. Introduction to Microsoft PowerPoint 2010 Basic Computer Skills Module 4 Introduction to Microsoft PowerPoint 2010 Basic Computer Skills Module 4 Introduction to Microsoft PowerPoint 2010 Summary Goal(s): This unit includes lessons on how to use

More information

Increasing Recurring revenue NOW!

Increasing Recurring revenue NOW! Increasing Recurring revenue NOW! Presented by Gary Pica Copyright 2011 TruMethods, LLC On today s Webinar Presented By: Gary Pica President, TruMethods Copyright 2013 TruMethods, LLC Two Audience polls

More information

PROSPECTING. Is the most valuable skill and task one will do to improve and grow.

PROSPECTING. Is the most valuable skill and task one will do to improve and grow. 7 fundamentals + PROSPECTING Is the most valuable skill and task one will do to improve and grow. Consistent prospecting will lead to appointments, recruits & sales, income & ultimately success. Just Do

More information

THEME THREE: APPLY FINANCIAL PLANNING AND BUDGETING MECHANISMS. LESSON TITLE: Theme 3, Lesson 2: Money Magic

THEME THREE: APPLY FINANCIAL PLANNING AND BUDGETING MECHANISMS. LESSON TITLE: Theme 3, Lesson 2: Money Magic THEME THREE: APPLY FINANCIAL PLANNING AND BUDGETING MECHANISMS LESSON TITLE: Theme 3, Lesson 2: Money Magic Lesson Description: This lesson helps students compare and contrast saving and investing alternatives

More information

ATTRACTION-BASED MARKETING

ATTRACTION-BASED MARKETING ATTRACTION-BASED MARKETING Marketing Secret #4 -- Action Guide Copyright 2011 Chris Makell All rights reserved. No portion of this book may be reproduced mechanically, electronically, or by any other means,

More information

Shared Wisdom. To be effective advisors, it s more valuable to ask all the right questions than to have all the right answers.

Shared Wisdom. To be effective advisors, it s more valuable to ask all the right questions than to have all the right answers. Shared Wisdom To be effective advisors, it s more valuable to ask all the right questions than to have all the right answers. Here s an example. The owner of a very substantial family business engaged

More information

The Investor Hub PRESS KIT 2016

The Investor Hub PRESS KIT 2016 The Investor Hub PRESS KIT 2016 CONTENTS Cover Letter Biographies Fact Sheet Spotlight Connect with Us Pg 1 Pg 2 Pg 5 Pg 7 Pg 11 2016 Dear Respected Journalist: It is a pleasure to introduce you to The

More information

How To Help Older People With Financial Planning

How To Help Older People With Financial Planning Retirement Income Planning and the Elder Market Advisor Strategies to Understand and Work With Senior Clients October 2011 About the Insured Retirement Institute: The Insured Retirement Institute (IRI)

More information

A Listing of the Top 5 Client Seminars. First Half of 2013

A Listing of the Top 5 Client Seminars. First Half of 2013 A Listing of the Top 5 Client Seminars First Half of 2013 SEMINAR LIBRARY A WEALTH MANAGEMENT RESOURCE MARCH / 2013 First Half of 2013 Securities America s Wealth Management Team periodically reviews client

More information

Financial Services Issues for Senior Citizens

Financial Services Issues for Senior Citizens Financial Services Issues for Senior Citizens This document was developed by the State Financial Regulators Roundtable (SFRR), a group of State Regulators Membership Associations including banking, consumer

More information

Social Security and Financial Planning

Social Security and Financial Planning Social Security and Financial Planning William Arnone Chair, Board of Directors National Academy of Social Insurance June, 2015 What Role Does Social Security Play in Financial Planning? 2 It s more than

More information

TRANSPORTATION ASSET MANAGEMENT FOR LOCAL AGENCIES

TRANSPORTATION ASSET MANAGEMENT FOR LOCAL AGENCIES TRANSPORTATION ASSET MANAGEMENT FOR LOCAL AGENCIES I. Course Description The large inventory of aging roadways and bridges, the dramatic fluctuations in construction costs, the retirement of experienced

More information

Retirement Simulation Workshop For NOAA Employees EXECUTIVE SUMMARY

Retirement Simulation Workshop For NOAA Employees EXECUTIVE SUMMARY Retirement Simulation Workshop For NOAA Employees EXECUTIVE SUMMARY 2 What We Do: Deliver specialized financial literacy and retirement education programs to government employees at the entry, mid, senior

More information

Exit Strategy. for. Annuities ANNUITY LIQUIDITY PROGRAM ANNUITY LIQUIDITY OPTIONS TM

Exit Strategy. for. Annuities ANNUITY LIQUIDITY PROGRAM ANNUITY LIQUIDITY OPTIONS TM An Exit Strategy for Annuities The Annuity Liquidity Program Stone Street Capital s Annuity Liquidity Program allows for an exit strategy for annuities. This program allows your clients to access funds

More information

Joe Stumpf's Secrets of Top Producers

Joe Stumpf's Secrets of Top Producers Teleclass Workbook Joe Stumpf's Secrets of Top Producers Simple Strategies To Get You An EXTRA 3 Transactions In The Next 60 Days No More Cold Calling No More FSBOs No More Expireds No More Begging No

More information

Who Wants A Competitive Advantage? Advanced Federal Contracts Training

Who Wants A Competitive Advantage? Advanced Federal Contracts Training Who Wants A Competitive Advantage? Advanced Federal Contracts Training Attend the live Unique 3-Day High-Intensity Workshop in Austin, Texas. Hi, Doug Reitmeyer here, Keynote presenter at the Construction

More information

RETIREMENT INCOME PLANNING

RETIREMENT INCOME PLANNING Curriculum: RETIREMENT How to Effectively Work Your Book of Business RETIREMENT INCOME PLANNING For financial professional use only. Not for distribution to the public. HOW TO EFFECTIVELY RETIREMENT INCOME

More information

CENTER FOR TEACHING EXCELLENCE

CENTER FOR TEACHING EXCELLENCE CENTER FOR TEACHING EXCELLENCE CTE Summer 2015 CATALOG LOCATION 2000 Fifth Ave. River Grove, IL 60171 Liberal Arts Building Rooms E-210E and E-210W (second floor) (All events take place in the CTE unless

More information

Chattahoochee Technical College

Chattahoochee Technical College An Educational Course for Adults Ages 50 to 70 Retirement Planning Today Now being conducted at Chattahoochee Technical College Location Dates & Times Chattahoochee Technical College Thursdays North Metro

More information

Call 11 - The Listing Presentation - part 1. Guidelines For This Course. Call Leaders: Goals. Testimonial

Call 11 - The Listing Presentation - part 1. Guidelines For This Course. Call Leaders: Goals. Testimonial Call 11 - The Listing Presentation - part 1 Guidelines For This Course 1. Only paid participants may listen to the call. 2. Download any materials prior to the call to maximize the training. 3. Be PREPARED.

More information

Seminar Catalog (PID) as of 2/13/12

Seminar Catalog (PID) as of 2/13/12 Seminar Catalog (PID) as of 2/13/12 Allseminars aredesigned for delivery in60 minutes (unless otherwise noted), withan additional 10 15 minutes needed for question and answer. All seminars include printed

More information

Cloud Sales Management System. Sales Leads Strategy

Cloud Sales Management System. Sales Leads Strategy Cloud Sales Management System Click Here to View a Presentation of the Sales Leads Strategy Effective Sales Leads + Effective Account Assignment = Improved Prospecting Performance & Profitable Sales Growth

More information

What You Need To Know. To Grow GETTING GOOD OOD LEADSL SPECIAL REPORT. by Gerry Foster. Gerry Foster Marketing. All rights protected and reserved.

What You Need To Know. To Grow GETTING GOOD OOD LEADSL SPECIAL REPORT. by Gerry Foster. Gerry Foster Marketing. All rights protected and reserved. What You Need To Know... To Grow 1 GETTING GOOD OOD LEADSL by Gerry Foster Gerry Foster Marketing What You Need To Know Getting Good Leads The Bible says, Where there is no vision, the people shall perish.

More information

Tuition Rx College Planning Marketing System. The Ultimate Marketing Tool!

Tuition Rx College Planning Marketing System. The Ultimate Marketing Tool! Tuition Rx College Planning Marketing System The Ultimate Marketing Tool! College funding is absolutely the best, untapped lead generation opportunity in financial services today! Why? The Urgency Factor

More information

Working Together for a Better NightOut, Ron Boeringa President, Optimal Media Group, LLC

Working Together for a Better NightOut, Ron Boeringa President, Optimal Media Group, LLC Hello and thank you for your interest in owning and operating a NightOut site in your community. My name is Ron Boeringa, the CEO and one of the owners of Optimal Media Group, the parent company of the

More information

Are You. Ready For The. Advisor Program?

Are You. Ready For The. Advisor Program? Are You Ready For The High-Net-Worth Advisor Program? The High-Net-Worth Advisor program is extraordinary! My personal income has skyrocketed 69% to $505,000. We received 33 high-net-worth referrals from

More information

PAYING YOURSELF BACK IN RETIREMENT A Guide to Lifetime Income Planning

PAYING YOURSELF BACK IN RETIREMENT A Guide to Lifetime Income Planning PAYING YOURSELF BACK IN RETIREMENT A Guide to Lifetime Income Planning Lifetime Income Planning in a New World of Investing Retirement. It s the ultimate good news/bad news scenario. First, the good news:

More information

Private Referral Program

Private Referral Program Private Referral Program MMI Success System Our proprietary subscription based retirement system is easy to learn and simple to use. Designed by a 30 year stock market veteran and financial publisher,

More information

TTBO. ROADMAP FOR SUCCESS: Best Practices for Alumnae Clubs

TTBO. ROADMAP FOR SUCCESS: Best Practices for Alumnae Clubs TTBO 1867 ROADMAP FOR SUCCESS: Best Practices for Alumnae Clubs TTBO 1867 Your bags are packed, it s time to hit the road! This Roadmap for Success provides ideas and assistance to Pi Beta Phi alumnae

More information

Series Description: COURSE OVERVIEW BUSINESS SKILLS SERIES. The courses currently available in the Business Skills Series are:

Series Description: COURSE OVERVIEW BUSINESS SKILLS SERIES. The courses currently available in the Business Skills Series are: BUSINESS SKILLS SERIES The Business Skills Series encompasses multiple courses that are designed to enhance overall performance for individuals in new home construction, interior design, retail sales and

More information

Strategic Guide to creating a World Class Customer Advisory Board Program

Strategic Guide to creating a World Class Customer Advisory Board Program Strategic Guide to creating a World Class Customer Advisory Board Program This paper is authored from CustomerAdvisoryBoard.org industry association research including the CAB Manager Industry Surveys,

More information

by Pam Danziger, Unity Marketing

by Pam Danziger, Unity Marketing by Pam Danziger, Unity Marketing Toll Brothers' Houses 10,000 8,769 8,601 9,000 8,000 6,627 6,687 7,000 5,066 4,430 4,911 4,743 4,184 5,397 6,000 5,000 Toll Brothers, the home builder and real estate developer,

More information

unitedstreaming Jim Dornberg dornberg@misd.k12.mi.us 1 Monroe County ISD Instructional Technology Specialist Log-in to unitedstreaming

unitedstreaming Jim Dornberg dornberg@misd.k12.mi.us 1 Monroe County ISD Instructional Technology Specialist Log-in to unitedstreaming Log-in to unitedstreaming www.unitedstreaming.com Returning users enter Username and Password Forget your username or password??? On your first visit only, enter your building specific new user passcode,

More information

SPANISH LIFETIME MORTGAGE

SPANISH LIFETIME MORTGAGE SPANISH LIFETIME MORTGAGE The following presentation relates to a Lifetime Mortgage which is available to European owners of Spanish Residential properties who are fluent in English. Golden Age Distribution

More information

Elegant Homes in West Toronto

Elegant Homes in West Toronto David Pylyp Elegant Homes in West Toronto Why Choose David Pylyp David Pylyp is a full time Realtor, committed to the task of providing dedicated real estate service to his clients through a detailed understanding

More information

Build Your Insurance and Financial Services Business with Futurity First. Presented by: Michael Kalen, CEO

Build Your Insurance and Financial Services Business with Futurity First. Presented by: Michael Kalen, CEO Build Your Insurance and Financial Services Business with Futurity First Presented by: Michael Kalen, CEO Futurity First Opportunities Today s Agenda Company Overview How We Help You Build Your Business

More information

7 Things. Marketing Playbook. Every small business can fix on their website in the next week to increase leads and sales. www.lesproctordirect.

7 Things. Marketing Playbook. Every small business can fix on their website in the next week to increase leads and sales. www.lesproctordirect. 7 Things Every small business can fix on their website in the next week to increase leads and sales. Marketing Playbook Introduction Increase Your Conversions Do you really want to increase your leads

More information

7 Proven Steps to Generating a Steady Stream of Hot Leads with Short and Simple Prospecting Emails

7 Proven Steps to Generating a Steady Stream of Hot Leads with Short and Simple Prospecting Emails 7 Proven Steps to Generating a Steady Stream of Hot Leads with Short and Simple Prospecting Emails 7 Proven Steps to Generating a Steady Stream of Hot Leads with Short and Simple Prospecting Emails p.2

More information

Recommend # (Best practice reference) Task. Group

Recommend # (Best practice reference) Task. Group Recommend # Group 1 1. Culture 2 1. Culture 3 1. Culture 4 1. Culture 5 1. Culture 6 1. Culture Task (Best practice reference) (a, b, c, d, e, f) Identify a handful of regions known for their entrepreneurial

More information

Save and Invest Put It in the Bank

Save and Invest Put It in the Bank Lesson 3 Save and Invest Put It in the Bank Lesson Description In this lesson, students will compare two savings plans: stuffing a mattress with money and using a bank. After identifying the disadvantages

More information

Considering a Career in Life Insurance Sales? We are leading the way! www.mcguirefinancial.ca

Considering a Career in Life Insurance Sales? We are leading the way! www.mcguirefinancial.ca Considering a Career in Life Insurance Sales? We are leading the way! For a Career in Life Insurance Sales, We are leading the way Our Company McGuire Financial was founded by Glen P. Zacher CFP in 2004

More information

Comprehensive Life Insurance Audit

Comprehensive Life Insurance Audit Over the past several years we have seen a dramatic change in the economics that affect the life insurance industry. These economic conditions and other factors have mandated the review of life insurance

More information

Assist. Financial Calculators. Technology Solutions. About Our Financial Calculators. Benefits of Financial Calculators. Getting Answers.

Assist. Financial Calculators. Technology Solutions. About Our Financial Calculators. Benefits of Financial Calculators. Getting Answers. Assist. Financial s Technology Solutions. About Our Financial s. Helping members with their financial planning should be a key function of every credit union s website. At Technology Solutions, we provide

More information

Prevention: Evidence-Based Programs that Work

Prevention: Evidence-Based Programs that Work Prevention: Evidence-Based Programs that Work Melodye Kleinman, National Telemarketing Victim Call Center Gerri Walsh, FINRA Investor Education Foundation Challenges to Preventing Investment Fraud Psychological

More information

checklist for 2012 INSIDE this issue THE REVERSE review march 2012 The truth about reverse mortgages and how they can help Secure retirement

checklist for 2012 INSIDE this issue THE REVERSE review march 2012 The truth about reverse mortgages and how they can help Secure retirement the reverse review the reverse review NAVIGATING CHANGES FROM CORDRAY S CAMP PG. 17 THE INDUSTRY WITHOUT WELLS fargo AND Bank of america PG. 28 + GREGG SMITH SITS DOWN IN OUR HOT SEAT! Building your checklist

More information

Green App Technology-Connected Lesson Plan

Green App Technology-Connected Lesson Plan Green App Technology-Connected Lesson Plan By Sharon Instructor Lantz, Teacher Education and Steve Kaye, Science (The lesson plan formats will differ for S. Lantz s class and S Kaye s class since Lantz

More information

Clients of Asset Planning Corporation

Clients of Asset Planning Corporation DATE: October 2014 TO: FROM: Clients of Asset Planning Corporation Paul K. Fain, III, CFP, President Asset Planning Corporation (APC) is registered with the Securities and Exchange Commission (SEC) as

More information

About David B. Root, Jr.

About David B. Root, Jr. About David B. Root, Jr. David B. Root, Jr., CFP, AIF Chief Executive Officer D.B. Root & Company, Inc. A financial professional for 30 years, David Root heads a team of independent advisors who combine

More information

At the conclusion of this activity, the participant will be able to explain or describe:

At the conclusion of this activity, the participant will be able to explain or describe: Trainer s Module NOTE TO INSTRUCTORS: The Trainer s Module is intended for training individuals who will be training other trainers. Module Goal/Aim The goal of this module is to provide trainers an overview

More information

AXA Advisors, LLC. a world of people a world of opportunity

AXA Advisors, LLC. a world of people a world of opportunity AXA Advisors, LLC a world of people a world of opportunity our mission AXA Advisors mission is to attract, select, place and promote individuals based on their qualifications a philosophy that has always

More information