The compliance friendly educational workshops (Taxes in Retirement and/or Social Security) will educate soon-to-be and recent retirees on the advantages of preparing for retirement.
How we can help take your practice to the next level:
- We Do All the Work: We deploy all the digital marketing (never direct mail), find/book venue, manage registrations, make confirmation calls, send reminder emails and provide you with a compliant presentation, and train you how to have a successful seminar.
- We Take All the Risk: You have no out-of-pocket up-front costs. We pay all costs to book your venue and market your seminar*.
- We Triple Guarantee Your Success: You never pay for empty seats, you’re not on the hook for costs if your seminar gets called due to weather or other unforeseen events, and you are guaranteed a free seminar if you don’t book a client within 120 days of your first workshop.
Our clients typically set appointments with 50% of attendees… Your success is our success
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What agents are saying…
“We had a total of 26 households that attended. We practiced your follow up instructions exact and made 6 appointments. Of those, 3 follow up appointments were made. We were able to gain one client, totaling 1.8 million dollars in assets. We made about $37,000 in commissions and could not have done that without the workshop. Thank you for all your help, we are excited for more!” – Natalie B.
“After four workshops, our average AUM is $295K. I closed a new client with $660K AUM. The four workshops averaged $300K in fixed index annuities. Our largest case was $635K. We’re getting a 65% response rate for appointments and 85% was our highest.” – Brian B.
*Booking deposit required for first-time hosts.