Seminars

Seminars are still one of the fastest and most efficient means to get in front of a large number of prospects in a short amount of time. Choosing the right seminar depends on who you want to market to and what your geographical area is comprised of. Having the right mailer will result in a great turnout IF you have targeted the right audience with the correct message.

We specialize in providing the guidance you need to be successful. The seminar content we provide is in PowerPoint format and can be customized to you personally.

Using multiple topics within your presentation will result in a higher appointment ratio.

Seminar PowerPoints

  • Safe Money Strategies – Incorporates multiple topics
  • Fee-Based Wealth Management — Must have a Series 65 license
    “The Conflict of Interest & Bias in the Financial Services Industry”
  • Estate Planning / Wills & Trusts — Must be an attorney to use
  • Medicare Supplement
  • Retirement Strategies
  • Social Security — PPT and Video