top of page

The People, The Topics, The Opportunity

After hosting over 500 seminars, we have dialed-in the exact demographics and topics that motivate action and produce real results.



Remember, this is not your typical seminar system. We aren't looking for plate-lickers that you will have to chase for an appointment, only to get a small annuity sale out of the deal. Our proven invitations, relevant topics, and process of execution weeds out the individuals that will waste your time and leaves you with qualified and motivated clients that will be fighting for a spot on your calendar.


 

WHO WE TARGET


AGE: 40 - 60

Those approaching or are already in the first few years of their retirement are eager to learn about ways to protect and grow their savings. It is likely that much has changed since they set up their plan (kids, grandchildren, estate value, goals, etc.) and they want to be sure they're still on the right path to meet their goals.


Sure, most may already have a financial advisor, but the promise of a nice steak dinner at a classy restaurant entices most to at least listen to what another successful advisor has to say (that's you!).


ASSETS: $500,000 or More

Our program targets families and individuals that are established, but may need additional ideas and alternatives to implement in order to meet their goals. We mail to only those who have a record of having at least $500,000 in income producing assets.


How do we know this you ask?


XXXXX


LOCATION: 20 Mile Radius from Your Office

No...not from the restaurant...your office. We have to be sure they live close enough that they will not mind coming to meet with you after the event.


Depending on how rural or populated the area is, this may change.


 

THE TOPICS


01. PROTECTING AGAINST HIGHER TAXES

It can be assumed taxes will only rise in the future. It is important for your clients to take advantage of the strategies available to them today, for a more secure retirement tomorrow.


02. PLANNING FOR A LONGER LIFESPAN

The chance of living to 100 has increased 43% in the last 10 years, making it more important than ever to secure a sound long term care and distribution plan.


03. ALTERNATIVE RETIREMENT SAVINGS STRATEGIES

Although traditional plans can work for some, modernized plans can offer more benefits through higher income opportunities, more favorable tax calculations, and relaxed limitations.


04. MAXIMIZING CASH FLOW & NET-WORTH

The timing of when clients take distributions directly impacts the longevity of their retirement fund. Help maximize their cash flow by taking the distributions in a certain order with a cash flow analysis report.


05. GENERATING TAX-FREE INCOME

Life insurance used as an asset class to create tax-free income after contributions participate in the upside of market but not the downside


06. LIFE INSURANCE & TRUST REVIEW

You would be shocked to see how many prospects that come to these events have policies and trusts that are missing key elements. One of the greatest pull for a first appointment is a review and second opinion.


 

THE OPPORTUNITY


APPOINTMENT RATE: 90%

This isn't an educated guess or calculated assumption...it's fact.


We've hosted over 500 of our own seminars and are so confident in the perfected details of the targeted audience, presentation, and techniques of getting everyone on your calendar that we have helped advisors across the nation, no matter the experience level, maximize their ROI without question.


AVERAGE INCOME PRODUCING ASSETS: $1.2 MILLION

Even though our mailing criteria is less than half of this number, we find that the true IPA's of the clients we meet with in fact have much more to work with.


AVERAGE NET WORTH: $3 MILLION

With such a large estate, it is imperative for these clients to take a second look at their estate and retirement plan to be sure their tax exposure is minimized so their wealth transfer is maximized.


We help to do this by first providing a complimentary Cash Flow Analysis. In this valuable report, we can show clients where they are now, what the longevity of their distributions looks like as it stands, and how they can maximize their income in retirement simply by optimizing the order in which the distributions are taken.


More on this later...but, basically, by adding 5-10 more years onto their retirement income plan...you're their new best friend.



7 views

Recent Posts

See All

Comments


Commenting has been turned off.
bottom of page