Marketing and Sales Ideas
1. Prospecting - Service - Followup - TY - Business Owner - College - Intro – Retirement Letters in MS Word format 2.. MEC Modified Endowment Contracts Defined MEC brochure – Ohio National MEC tax consequences and material changes MEC general info Readme 3. Administration – Hiring Staff 4. Annuity Information Annuity - EIA Performance 6 index comparisons EIA monthly cap figures EIA presentation EIA –Presentation – Five separate printouts Printout 1 Printout 2 Printout 3 Printout4 Printout5 Annuity – EIA Hypo Analyzer – (MS Excel) [right click and save to your desktop] Annuity General Information Annuity – Basic Training Manual Annuity 72(t) Distribution – Avoiding 10% penalty Annuity – Annuity Funded Life Annuity – Apples Oranges Consumer Flyer Annuity – Avoiding the 10% Tax Bite Annuity Bundle Theory - Readme Annuity Bundle Theory Annuity – Consumer Facts About Annuities Annuity – Cost of Waiting Consumer Flyer Annuity – Deducting a loss on the surrender of an annuity Annuity – Distributions Annuity – EIA Flipchart Presentation Flipchart Presentation script EIA Presentation - Powerpoint Annuity – EIA Market History through 2005 Annuity – EIA marketing piece Annuity – Fixed annuity types Annuity – Fixed annuity vs CD’s Annuity – Fixed annuity vs mutual funds Annuity – Fixed annuity vs other investments Annuity – Fixed annuity vs risk products Annuity – Annuity funded life Annuity – How fixed annuities work Annuity – Nonqualified annuity taxation Annuity – Overcoming objections Annuity – Ownership considerations Annuity – Review of types Annuity – Sample preapproach type Annuity – Strategies for annuities Annuity – Surrender charge vs liquidity cost Annuity – Tax advantages Annuity – Tax time bomb Annuity – Tax time bomb – zip file
Annuity – Triple split – win – win Annuity – USA SPIA article Annuity – What an annuity can do for you Annuity - Alternative 5. Bond Basics Bond Basics – Powerpoint Bond Facts # 1 Bond Facts #2 6. Calculators Goals Calculator (right click then “save target as” to you desktop – must enable macros for calculator to
work properly)
Regain Your Losses Calculator (right click then “save target as” to you desktop – must enable macros
for calculator to work properly)
7. Creditor Protection – Life / Annuities Creditor Protection for annuity/life in all states Creditor Protection for annuity/life in ND 8. Equities Bull markets have lasted longer SP500 – Performance at a glance Annual Returns for Key Indices (1987–2006) 9. Estates Estates – 10 common estate mistakes Estates – Estate Planning Basics Pt 1 ND Ext Service Estates – Estate Planning Basics Pt 3 ND Ext Service Estates – Estate Planning Basics Pt 4 ND Ext Service Estates – Estate Planning Basics Pt 5 ND Ext Service 10. Fact Finder Retirement Planning Fact Finder Retire and Income Planning Worksheet Eldercare Factfinder - (right click – save file as to desktop) Financial Workbook CD Questionnaire 11. HSA’s HSA Basics HSA Form 8855 Health Coverage Tax Credit HSA Publ 502 Medical Dental Expense HSA Publ 969 Medical Savings Accounts HSA Stacking HSA, HRA, and FSA 12. Inventory – Family Records Inventory of Important Family Records 13. Individual Retirement Accounts (IRA’s) IRA – Stretch IRA – Pocket Calculator (MS Excel) - (right click and “save target as ” to the desktop) IRA – Stretch IRA Brochure IRA – 8 ways to protect IRA – Capturing the IRA Market IRA – Cost Basis IRA – Inheriting is tricky business IRA – IRS stretch table
IRA – Roth IRA basics IRA – Roth IRA conversion IRA – Stretch IRA IRA – Stretch IRA guidelines 14. Legal Legal - How to handle the challenge of being an executor Legal - 10 common estate planning mistakes Legal - Letter of instructions benefit heirs and you Legal - Why you need a power of attorney Legal – Why you need a will 15. Life Insurance Life Insurance – Advance accounts receivable financing Life Insurance – Credit shelter trusts Life Insurance – Financial impact on premature death Life Insurance – I AM YOUR POLICY Irrevocable Life Insuance Trust – Explained and Example 16. Long Term Care (LTC) LTC - Above the line tax break – 5 2003 LTC – Average Nursing Home Cost 2005 – LTC – MetLife Survey LTC Essentials from MetLife LTC – Four Bank Story LTC – Prequalify LTC prospects 17. Marketing Marketing – Develop a Target Market 18. Miscellaneous Goal Setting Sheet Misc – Documents – What to keep, where to store(pdf) Misc – Documents – What to keep, where to store(MS Word) Misc – Real Rate of Return on CD’s Misc – Rule of 72 and Rule of 108 Survivors guide - Planning for your demise 19. Mutual Funds (MFs) MFs – Described MFs – Dividend taxation Annual Returns for Key Indices (1987–2006) 20. Qualified funds (QFs) QFs – How to make the most of your 401(K) 21. Referrals Referrals – Asking for and effective followup Referrals – How to ask for them 22. Sales Presentation Ideas Senior Sales Presentation (zipped file) Sales Ideas - Booklet Tic -Tac-Toe Presentation Tic -Tac-Toe Powerpoint Elevator Presentation Elevator Powerpoint Window Pane Presentation Managing IRA Taxes Arbitrage – annuity and life insurance: Life Insurance and IRAs 23. Self Improvement (SI) SI – Eight Step Process SI – Habits of Excellence 24. Seminars Seminars – Agent Handbook
Seminar Secrets 25. Taxes 2007 Tax Update – Pocket Calculator 2006 Tax Update – Pocket Calculator Taxes – Taxes on your social security Taxes – Tax equivalent yield table 26. Trusts Trusts – Charitable Trusts 101 Trusts - Should you put your trust in a trust 27. NAIFA – Officer Installation Installation of Officers