If We Talked - An Imaginary Transcript About Retirement Planning.
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Baby boomers who are approaching retirement age.
If we talked!
Picture of a comfy "retirement" chair.
8.5" x 11" document that creatively allows a financial planner to provide important sales information to a quality prospect who won't reply to your calls and emails. Displays a custom "transcript" of an imaginary conversation with the prospect about discussing their retirement planning needs. This unusual format allows the retirement planner to provide key sales points to a hard-to-reach person. Use as a standalone direct mail piece or as a personalized insert. Contains generic language that you can freely modify. It is your responsibility to get your final edited version approved, if so required.
Item number: RETI-PT-001
Life & financial services index • Master index