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Keeping Indexed UL Simple for You and Your Client!
There is a great tool that is designed to help you choose a hypothetical assumed rate of return for an indexed UL illustration that is aligned with your clients expectations for long-term equity return. Click here for the online tool and Download the IUL Client Presentation here.
White paper- Annuities as Trust Assets
The Annuities as Trust Assets White Paper discusses whether an immediate annuity or a deferred annuity is a suitable asset for the beneficiaries of a trust. Considerations include: Does purchasing an annuity result in favoring one beneficiary over others? Is the annuity a prudent asset considering the other assets the trust owns? Are the tax consequences and costs of owning an annuity favorable to the trust and its beneficiaries? Annuity as Trust Assets White Paper
30 Must Do Marketing Activities Checklist
For a practice to be successful it’s essential that you implement a marketing plan using proven strategies. We have spoken with industry experts and leading advisors to come up with the top 30 Marketing Must Do’s:
- Define Your Target Markets & Ideal Client
- Define Specific Marketing Budget: Monthly/Quarterly/Annually
- Create Feed Name Database to track prospects/referrals
- Obtain Prospect & COI lists from Direct Mail Programs
- Create a Prospect & COI prospecting strategy
- Send a Self-Mailed Personalized Brochure of the Services You can Provide to Prospects & COIs
- Create your 15-Second Commercial
- Set-up your Personalized Web Site
- Setup your compliance approved Social Media profiles (i.e. Linkedin, FaceBook, etc…)
- Promote your website in local directories (Professional Association, Chamber of Commerce) and Online Yellow Pages (Yahoo, Google, MSN, AOL)
- Work with“A+/A” Clients to Develop Real Life Testimonials
- Update your mail signature with proven message, format, licenses/designations, contact information,etc…
- Build credibility using compliance approved Reprints
- Choose a Newsletter appropriate for your target audience
- Develop a local advertising campaign with print, radio, television and billboard options
- Announce accomplishments with “PressReleases”
- Place compliance Pre-Approved articles in targeted publications
- Secure endorsed seminar opportunities
- Use appropriate promotional gifts (leverage Wholesaler support)
- Choose sponsorships with Wholesalers aligned with your target market
- Develop a Client Advisory Council to help you build a stronger business
- Setup aCOI/Client Referral ThankYou Program
- Stay in touch with handwritten Notes
- Remember clients with Birthday/Holiday Gifts/Cards
- Build client and COI relationships with Seasonal Events
- Build Relationships with non-business COI, client & spouse focused Events/Entertainment
- Provide Value Added Education with Systematic Newsletters via email
- Hold Annual Reviews to update any changes in your clients plans
- Develop a Cross-Selling Campaign amongst existing clients
- Create a formalized cross referral strategy with existing COIs
Download our 30 Must Do Marketing Activities Checklist and contact us if you need help with these.