Welcome Back To Small Group Workshops...Retirement Shield (RS) is a turnkey sales and marketing system for independent financial professionals to increase your annuity and life insurance sales.
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We Get It...
There is simply nothing quite like face-to-face gatherings.
We all have a new appreciation for many things, including seminar marketing!
Now that most of the country is living life "in the new normal,"
there is an opportunity to once again host in-person seminars.
We've taken one of our most successful, comprehensive marketing and
selling systems and modified it to fit within our current environment.
"The thing that allows people to succeed in difficult times
is the ability to accept change and operate within that change
rather than wishing for a return to the past."
The message hasn't changed.... In fact, it may be even more pressing
and relevant now that we are in the midst of a pandemic.
We just need to adapt to how we deliver the message.
is the ability to accept change and operate within that change
rather than wishing for a return to the past."
The message hasn't changed.... In fact, it may be even more pressing
and relevant now that we are in the midst of a pandemic.
We just need to adapt to how we deliver the message.
Restaurants Are Ideal Venues...Small, frequent events at local restaurants is the preferred method. People are already going out to dine again, and because restaurants are adhering to all CDC guidelines (masks, social distancing, hand sanitizer, etc), your guests will feel safer about attending. Restaurants offer you the ideal venue proposition for hosting meetings that are COVID-compliant.
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Get Back In Front...Reach a new audience of retirement-age prospects:
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More About RS...
Fill-in-the-blank workbook, educational style format that addresses the 5 key retirement concerns:
Comprehensive Training:
Complete suite of marketing materials:
- Social Security Benefits
- Retirement Income
- Taxes
- Long Term Care
- and Risk/Fees
Comprehensive Training:
- One-on-one coaching & mentoring
- Extensive online training video training archive
- Personalized coaching calls
- Monthly conference calls
Complete suite of marketing materials:
- Client workbook presentation
- Client data and feedback forms
- Agent best practices guide
- Agent first appointment kit
- Customized agent bio sheet
- Personalized agent website
- Financial income and risk analysis software
- Social security report software