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Prospecting

Financial Wellness at Work

 

Financial Wellness at Work

Work with One New Small-Business and Their Employees Each Month

If you want to work with one new small-business owner and their employees each month, check out the Financial Wellness@Work program. In this onDemand webinar, we’re unveiling our secrets to cracking the corporate door and showing you how we put you in front of one new small-business owner each month so you can promote financial wellness and sell life insurance and annuities to their employees.

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Social Media Guide

 

Social Media Guide

Get This Book and Rock the Digital Age

One of the biggest untapped opportunities for you as financial advisor is leveraging all the technological advances available to you such as social media, video production services and web-based leads. To be successful in today’s technology-driven world, you need to have a compelling online presence for your financial services business.

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Enjoy Prospecting That Works

 

Enjoy Prospecting That Works

Quickly Convert Eager Prospects into Clients

Request the on-demand webinar to learn about a break-away prospecting opportunity that gives you more qualified people to see. We’ve thoroughly vetted this program and we know from first-hand experience that it generates results. As you know, some prospecting programs work better than others, and we’re here to say that workshop marketing isn’t dead.

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Five Ways to Fill Your Sales Funnel

 

sales funnel

A Practical Guide for Financial Professionals

As an advisor, you should explore and use multiple strategies to fill your lead funnel. To become a successful insurance producer, you must first develop a long-term marketing plan and most importantly, commit financial resources to see that plan through. This book shows you the five most effective and proven ways to fill your sales funnel.

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Three-for-One Prospecting Offer

 

pre-set IUL appointments

Three-for-One Workshop Offer

If you are doing prospecting we have some great news for you.  We now offer a 3-for-1 prospecting incentive program though Partners Advantage. Here’s how it works.

When you pay for three prospecting programs through the Partners Advantage online store, and then place premium from those prospecting programs back through us, we will reimburse you for your fourth prospecting program (of equal or lesser value).

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