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Interactive Goal Setting& Marketing:
Keep on track with our Interactive Goals Setting feature and access marketing ideas and materials.
Interactive Goal Setting

Every successful sales professional sets goals. Did you your meet goals last year? Did you have a set of clearly established goals in place? You must know what you want to accomplish each year. You need to set goals. Our new Goal Setting Module allows you to set your goals and refine or modify those goals as events change. You can also program it to send you reminders and notify you if you have allowed a certain goal to slip past an appointed accomplishment date. Not only can you set sales and career goals but personal and financial goals as well. It's never been easier to lay out a clearly established plan and stick to it. Success begins with good planning.


Marketing

Access marketing ideas that other successful brokers use to increase their sales. This module includes direct mail letters; seminar invitations and how to find organizations that will help you market your seminars and share in the marketing costs. Also a complete consumer Power Point® Presentation including a seminar script, evaluation forms for follow up and how to get more appointments out of each seminar. We cover ideas for individual and group marketing.

 
Individual Consumer Group Sales
  • Marketing Letters
    • Existing Clients
    • Direct Mail
  • Return Card Mailer
  • Consumer Seminars
    • Downloadable Power Point Presentation
    • Seminar Scripts, Invitation and Handouts included
  • Networking
    • Industry Professionals
    • Financial Planners
    • Elder Law Attorneys
  • Video Drops
  • Employer Pre-Approach Letter
  • Employer Power Point™ Presentation
    • Script Included
  • Employee Rollout Letter
  • Employee Power Point™ Presentation
    • Script Included
  • Enrollment Timeline
  • Payroll Stuffers

 
 
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