The Baby Boomers need your help!This Turn Key Presentation will give you the tools to educate and motivate your clients to take action. |
|
Dear Fellow Insurance and Financial Advisor:
Preparing for a Secure Retirement:
A Turn Key Seminar
My seminar will prepare you to help your clients and prospects with their retirement planning issues. You will especially be able to assist the Baby Boomers as they (we) move toward and through the phase of life called retirement.
You will increase your Life Insurance, Long Term Care, and Annuity sales. My seminar is NOT dependent on a particular sales system. I have used the Product Sale approach as well as the Comprehensive Planning approach with The LEAP System® and The Living Balance Sheet®.
What you will Learn and Teach:
- The three phases of wealth: Wealth Building, Wealth Distribution and Wealth Conservation.
- The Trends in Aging and how these trends will affect your client's retirement.
- The Financial Impact of Long Term Care on Retirement and Estate Plans.
- How to clarify your client's Vision of Retirement and how to play the Retirement GAME!
- Potential problems with Social Security and Medicare and how to Prepare.
- The Two Types of Retirement Plans.
- Planning for a Lifetime Income.
What is included:
- A DVD of the actual seminar so you can see "how" I present and how the audience responds.
- An Audio CD so you can listen while you drive--Great for a review before a seminar, speech, or one-to-one presentation.
- Data CD--You get my invitations, handouts, letters, PowerPoint, transcript, and articles.
- Printed copy of the Data CD as a Reference Book.
- DVD--A second seminar--You will see how I change the presentation based on current events.
- Audio CD of a speech: Baby Boomers & Retirement: Will it be Boom or Bust?
This is my actual seminar presentation that I have used to qualify for MDRT (since 1980), 11 Court of the Table and 1 Top of the Table memberships. I also consistently qualify for my company's Leader's Club and President's Council conferences.
I have given this presentation as a speech, as well as workshops, to Civic Clubs, trade associations, Chambers of Commerce, and colleges and universities. This seminar has helped employees of city, county, and state governments. The Defined Benefit Plan examples are based on the Florida Retirement System. I have used the same examples with corporate executives as well.
Some of my business clients have had me present this information to their employees in an employer sponsored event. (It is nice to have someone else get people in the room for you!)
Looking for opportunities to give speeches and workshops in your community will help you in Becoming Known for What You Know.
You have permission to make copies for your seminars and make changes to the PowerPoint presentation for your personal use. Please, do not give the material to others.
This material has been approved by compliance for my use.
Remember to have your compliance department approve it for your use.
I am convinced this Turn Key Seminar will save you time and money. I have done the work for you. Just modify the slides, handouts, and invitations to suit your style.
I wish you much success helping your clients in Preparing for a Secure Retirement.
'Preparing For A Secure Retirement' Seminar Package-Advisor
Price: $1497.00
PS. If you would like to learn more about my CDs, DVDs, or workshops for advisors, please visit my Online Store.