You Shred It

Presented by Deb Strong

I have been in the financial services industry for 30 years.  One thing for sure is that agents and advisors are always looking for new, creative and fresh approaches to get in front of their clients and add value to them for client events.

Identity theft is a huge problem for all clients.  I know people whom have had their identity stolen and it was a nightmare!  One idea I would like to share is an event that I helped an agent host – a “You Shred It” event for his clients.  This event took place at the agent’s office; we hired a shredding company that came to his office with a truck and an industrial-size shredding machine.  When the invites went out to clients, they were told they could bring boxes of documents with them that needed shredding.

We also hired a local policeman that talked to the clients about ways to prevent their identity from being stolen.  The clients that attended this meeting loved it.  We served refreshments and had time to mingle with the clients that were there.  I had clients come up to me and say they loved this idea.

For more details call Deb Strong at 800 397 9999, Ext. 6328.

Silver, Gold or Platinum – where will you be?

Presented by David Corwin


When it comes to perks, you want a program that gives you that little extra that you deserve and rewards you for your efforts and gives you money to put back into your business.  Financial Brokerage has pulled out all the stops as we’ve just announced the Elite Producer Group (EPG).  Here’s the skinny . . .

SILVER – If you are able to attain a 50,000 Success Share level then you will receive $500 to be used for your business expenses and an all expense paid trip to the EPG meeting.  I will tell you that if you get to this level then you’re 5,000 shares away from the Costa Rica trip so you might as well shoot to get the trip too.

GOLD – This level requires 75,000 Success Shares.  You will receive $1,000 from our pockets to yours for business expenses and you also get the trip to the EPG meeting on us.  The one additional reward that you’d receive is that you get an extra day on our Shared Success incentive trip.

PLATINUM – This is the highest level with EPG and it requires 100,000 shares.  $1,500 is the amount you would receive to put back into your business.  With this level, you would also receive a free trip to the EPG meeting and two (2) extra days of fun in the sun at our Shared Success incentive trip.  Oh and by the way, you’d also receive a Men’s Tag Heuer or a Women’s Movado Stainless Steel TC Bracelet Watch and you’d be recognized at the award ceremony.

What Social Security Seminars can do for YOU – Part 2

Presented by Brian Leising

Let’s put our two problems (you need more clients, pre-retirees need professional help) together and come up with a plan to help both parties. How many of your clients nearing retirement know their optimal social security filing option? What if you could help them make sense of governmental red tape and demonstrate potential consequences? What if you could sell a lot more permanent life insurance and annuities by doing so? Your clients know they can file for social security when they get older but most people have no idea when it’s best to file, that different filing options exist, or realize the financial consequences of those options.

Producers all across the country are experiencing PHENOMENAL SUCCESS implementing Social Security Maximization Seminars. By hosting “no food” seminars at local libraries and community colleges, they are filling rooms with more prospects and at less cost than old-fashioned dinner seminars.

The numbers back this up. I interviewed several producers in the past year. Here’s the feedback. A seminar will put you in front of 60-80 people per week on average. One third will say thank you and you will never see them again. One third will request a free social security analysis and may give you another appointment down the road. One third will be interested in a full retirement planning analysis – from YOU! This opens up new multiple annuity, life insurance and long term care sales.

How do you get started? Familiarize yourself with the concept first. Financial Brokerage can provide materials to help you learn at your own pace, including written material, training videos, software and actual consumer workbooks. Armed with that knowledge, put it to the test. Call your clients that are approaching retirement but have not yet filed for social security. Target ages 55-62. Walk them through the process. Now you know more than 99% of the country. Pick a date and we’ll discuss how we can help you host your first Social Security Maximization Seminar.

What Social Security Seminars can do for YOU – Part 1

Presented by Brian Leising

Some things are better together, like peanut butter and jelly, nuts and bolts, I’m sure you’ve seen the commercials. I want to talk about two types of people that go better together: baby boomers nearing retirement age and insurance producers looking for new clients.

Do any of these problems apply to you? You have trouble seeing enough new people every year. You are tired of cold calling and the low response rate on your direct mail pieces. You are not internet-savvy enough to prospect via social media. You are not getting enough referrals. You are looking for new ways to get in front of qualified prospects to sell annuities, life insurance and long term care.

While there is no magic bullet to get in front of more people, this system may be close. Social Security seminars are driving new prospects in the door and here’s why: Every day 10,000 people turn 65 in the United States. Imagine the number of people closing in on that age, staring retirement in the face. There is a huge demand for knowledge regarding retirement income planning. People are wondering “how long will my money last?” Not all are getting the help they need. Big money managers don’t want to take the time to help the average Joe. The trouble is, America is mostly made up of average Joes.

Average Joe also has a deadline. He knows he has to make a decision on Social Security. Whether it’s the Federal government’s age-based deadline or his own desire to retire by a certain age, he has a deadline. People act when they have a deadline. Who’s going to help them? You are.

Check back next week to learn how.