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When agents and advisors plans meet reality

1/21/2019

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We are in a tremendous profession.  We can really choose to work as much, or as little as we want, as we approach retirement.  We spend a great percentage of our time helping our clients meet their retirement goals. 

But, what about yours?  It all starts today.  You need to have a sound marketing plan that will assist you today, as well as tomorrow.  We need to develop a flow of prospects 2, 5 and 10 years from now.  The question is, how do we do that?  

Well, there is no “secret sauce,” as some would have you believe.  We need to analyze our available time, money and manpower to get the job done.  And, to use another old commercial, “This is not your father’s Oldsmobile.” 

Things are different.  Today, you have to have a prescription for success that has an equal portion of human touch, as well as a strong compelling digital presence. Let’s look at some ideas:


First, seminars work but they are different.  Todays Boomers check you about before they attend.  Yes, dinners are great, but seminars can be done without a big fancy meal.  We can help you fill the rooms at a much lower cost.  I am sure you see ads that speak of retirement planning solutions.  Have an interest in doing that? Great… we can help.

What about the next generations?  You know, the people that will get the death proceeds of the products we sell.  Do you have an opportunity to work with them?  If not, we do.  In short, we can help.  Why not give us a call, or send an email and let’s jointly develop a plan that make your retirement dreams a reality. 
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