HAVE Cutting edge knowledge on How to effectively leverage the Internet to generate leads. 1 Year Life and Health NO CFP Or College Degree EXAM PREP Spent Part of That Time Getting Securities Licensed
LEADS Finding enough quality to people to present to…. 2. DIFFERENTIATING Myself from all the other planners out there. 3. MARKETING/BRANDING Developing marketing and branding materials.
on The FTCs “Do Not Call List” 44% of direct mail is never opened 84% Of 25 to 34 years-olds Have left a favorite website Because of intrusive or irrelevant ads’ 86% Of people skip TV ads 91% of email users Have unsubscribed From a company’s email list IMPORTANT CLUES
you react it . Before you say to yourself that your ideal clientele are in the 60s or 70s and do not use the internet much, consider the following: THE INTERNET IS CHANGING THE LANDSCAPE
over 60 are Google, Facebook, Yahoo, and YouTube ADULTS 50+ represent the web’s largest population 89% SENIORS 65+ have personal email and use it regularly PURCHASES The internet is the most important source of information for baby boomers when they make a major market purchase Juniper Zomerang Nielsen AARP Sources
Sought Out (print, radio tv, direct mail) Marketer Provides Little To No Value Marketer Rarely Seeks To Educate or Entertain THE NEW WAY Communication Is Two Way Customers Come To You (search engines, referrals, social media) Marketers Provide Value Marketer Seeks To Educate or Entertain
ideal client look like? • 2. What do you want to focus on in terms of sales? • 3. How many people are in that niche total? • 4. What's the average commission in that niche? • 5. Does the niche have a major problem that needs to be solved?
Offer • Little understanding of their benefits, downsizing of HR departments. • Overwhelmed when it comes to understanding their benefits. • Not very many good educational resources. • Group life is 5 year term and prohibitively expensive for most after age 55.
Need For Security 300K On average that usually Needs to be rolled into And IRA 2.65 Million Federal Employees Nationwide 50% Eligible to Retire In The Next 5 Years
have already done. It took me over a year with a team of eight people and many sleepless nights not to mention well over 250K to build this infrastructure. PARTNER WITH US
brand and team. Appointments set in your calendar. Collaborate with top of the table producers regularly. Ongoing training and support, including a 2 day in person bootcamp.
willing To get licensed) PAY YOUR WAY Fund Your Own Advertising and Training. At this time we are only looking for 5 partners and they must meet a certain set of criteria: (this is a partnership both parties must be willing to have skin in the game)