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Welcome to Sales & Marketing Tools! |
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We are always growing, responding to members' needs.
Not surprisingly we have had lots of requests to incorporate other business skills into
the store's
offerings, besides knowledge and
practice management. We have been happy to pursue this and this department is expanding.
Come back regularly to check on new content and services added.
Read on...
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Marketing Letter
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Your pre- and post-retirees' greatest financial risk isn't the GFC...it's their adult children!
Here's a complete letter/email template to raise the concept of meeting and advising your retirees' kids - for the parents' sake! You'll notice,
as is our usual practice,
there's no jargon in this, so we don't want to see any buzz-words such as "intergenerational marketing"! This is just you doing a thorough job of assessing and addressing your clients' financial risks.
Click here for the template and use it as you wish...the client case we have used can be adapted to one of your stories, but it is real, so feel free to leave it as is.
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Industry Stats |
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Industry stats
can be an invaluable tool when delivering advice to sometimes-'cynical' clients
(consumers). We
have been publishing the annual claims paid stats since 2006.
The Risk Store is the only source to compile and deliver these. The 2010 life insurance industry claims stats are NOW AVAILABLE to view and download.
Click [more info...] link below.
We will be adding more stats for you as time goes on. We'll keep you posted via the risk read technical email when new stats come available.
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