- Am I currently showing clients materials that are timely and relevant today?
- Or am I using sales materials that are 12-24 months (or even longer…) old?!?
- Do my handouts, supporting docs and videos feel a little worn out?
Not after today…
My simplistic role in the retirement landscape is to empower. Empower financial advisors to efficient marketing, additional clients and a larger bottom line. Do all that while putting more American retirees in a safe and secure retirement environment. To support that cause, below are 3 incredible client pieces. All 3 were shared by your financial advisor peer group and are already being used successfully in the field.
Steal at your leisure and refresh your support materials ASAP!
This 2 page article provides a fair view of annuities & their value proposition. Given how well-respected Barron’s remains for financial news, this should be an article you immediately put in front of clients & prospects.
9:38 video produced by PBS (non-polarizing to most people) about the 50 state pension crunch. This video lays the groundwork to prompt taking action. Don’t rely on the government, your employer or your state to bail you out. Take responsibility for your own retirement security now!
190-page fact book with updated details, stats and trends in retirement income planning! You can never say you’re at a loss for information with this in hand. There is more seminar content, presentation ideas and client letter statistics than you could ever use (embarrassment of riches)!!!
Push strong into this summer and I’m a phone call/email/post away to help with anything.