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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.
Target:
Baby boomers who are approaching retirement age.
File format:
Word document.
Headline:
If we talked!
Image:
Picture of a comfy "retirement" chair.
Design format.
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