The Complete Package
Includes:
-
PowerPoint presentation
- Script
-
Ad and flyer,
- Seminar
setup checklist
- Attendee
response form
- Full
attendee handout package including:
- Attendee
outline
- Sample
advisor bio
-
Appointment questionnaire
- Financial
planning form
- A
DVD of Tom delivering a live seminar
- An Audio
CD of Tom delivering this seminar
- A "70½
Quiz" to use with attendees that feel as if they already
have an advisor
- Sample letter to send to HR
directors
- Tom's actual appointment
scheduling script!
- A sample
FREE Financial Check-up certificate
Tom
is successfully using this package to address the specific
and complicated issue of the Inherited IRA. This seminar
is specifically geared for people that have large retirement
accounts and are interested in long term tax deferral by
stretching out their retirement distributions well after
they are gone! Tom has found that this powerful seminar
is getting him in front of even larger clients and we'll
show you exactly how to not only attract the proper prospects
to your seminar, but also how over 80% of his attendees
sign up for an appointment before they leave the seminar
room!
This
package includes a PowerPoint presentation that will illustrate
to your clients and prospects how complicated these rules
are and why they need you in order to help them with their
financial picture!
If
you are interested in entering into this new field and being
one of the few Financial Advisors to start discussing this
subject, then this seminar is for you!
This
seminar also includes a two-hour videotape of this seminar
presented live by Tom Gau himself. Remember -Tom's motto
"It's not just what to do, but how to do it!"™
Also available:
