Ever wanted to target financial advisors or life insurance agents to gather more client referrals? Financial advisors and insurance agents can be some of the best potential sources for new clients and one of the best ways to develop referral relationships with them is to filter them through a series of educational seminars (also see our “Developing Successful Referral Relationships” page). But most advisors are about “WIFM” (“What’s In it For Me?”), so it’s important to bring them topics that are timely or interesting.
In this unique seminar topic entitled, “Top 22 Overlooked Uses of Life Insurance”, often overlooked uses of life insurance are discussed to help not only educate your local financial advisor and insurance agent referral sources opportunities for selling more life insurance, but it also shows your own knowledge and interest in pushing for uses of life insurance among your clients. Once these advisors learn that you will become a referral source that may generate back-referrals to them for additional financial and insurance planning, they will flock to refer clients to you - - not just for Irrevocable Insurance Trusts (see our “Flexible Irrevocable Trust Document Form”), but also for other types of estate planning.
Think about it, would you rather spend your time creating (or re-creating) the wheel? Why not use a tested and proven seminar that’s already available and ready-to-use, with all of the tools you’ll need to properly implement and give this seminar? Now you can!
Benefits of the Top 22 Overlooked Uses of Life Insurance CE Seminar Marketing Package for Professionals
Here are just a few benefits of our Top 22 Overlooked Uses of Life Insurance CE Seminar Marketing Package for Professionals.
- A (reasonable) one-time licensing fee. We don’t charge any on-going membership fees or annual license renewal fees. You only have to pay us once to purchase the license and rights to use our product and you won’t be required to pay any on-going fees to use it in the future. Should we have any major updates to the manual, you may be given the opportunity to purchase an update at a nominal fee.
- No territorial exclusives. We don’t provide people territory exclusives, which means that anyone can get this seminar for his or her estate planning practice - - all the more reason you should get this package before your nearby competitors do and start marketing their services to all of your potential CPA referral sources!
- We provide product demonstrations. Unsure of buying a product sight-unseen? No problem. We understand, which is why we are pleased to offer one-on-one demonstrations and answer any questions you might have about our products upon request. Simply call us at 1-866-754-6477 or e-mail us to schedule a product demonstration.
- Our seminar has been tested and proven to work. One of the biggest benefits of our Top 22 Overlooked Uses of Life Insurance CE Seminar Marketing Package for Professionals is that it’s been tested and proven to actually work in Mr. Kavesh’s law practice. This isn’t a seminar that he put together for the purpose of merely selling to other professionals. He put this seminar together for his law practice and has successfully implemented it. Your time is valuable and, most likely, limited, so save yourself the hassle of having to reinvent the wheel.
- On-going support. It is important to us that you are successful with the products that you purchase from us, which is why we are including as part of your purchase of this product Eden’s On-Demand Program about how to add estate planning for pets to your practice. Also, don’t forget that we are always available for any of your questions or implementation issues that you may run into.
What’s Included in the Top 22 Overlooked Uses of Life Insurance CE Seminar Marketing Package for Professionals?
The Top 22 Overlooked Uses of Life Insurance CE Seminar Marketing Package for Professionals comes with the following items:
- Seminar PowerPoint Presentation with over 30 slides to help educate and inform your local financial advisor and insurance agent referral sources about overlooked and possibly “new” opportunities for utilizing life insurance.
- Seminar Script so that you will know what to say for each and every slide in tested and proven phrases and explanations that hits all of the hot buttons for financial advisors and insurance agents.
- Direct Mail Marketing Materials featuring a direct mail flyer piece used to drive interest and attendance to the seminar.
- Seminar Handouts including a seminar outline, response form and other helpful flyers and handouts.
- Continuing Education Credit Forms & Tools including guidance on providing continuing education to financial advisors and life insurance for attending the seminar, plus Certificate of Attendance and Sign-In Sheet tools to use to help provide credit.
The seminar presentation comes in a modifiable Microsoft PowerPoint format and the seminar handouts come in a modifiable Microsoft Word format for you to be able to easily modify, edit and use in your practice.