Sales Tools

Capitalize from modern marketing methods proven to penetrate, influence, and win the shifting voluntary benefits market.  Learn dozens of proven approaches that help capture your share of this vastly underserved, growing market. 

Learn from the best. Norman Levine is an internationally recognized speaker, trainer, and consultant. He radiates the energy of success that has inspired over half a million people from groups of 10 to 15,000 throughout the U.S. and 23 countries to move beyond the ordinary into excellence in both their professional and personal lives.

401(k)nowledge: Practical Advice for Retiring on Your Own Terms is the definitive “how to” guide that shows people how prudently managing a 401(k) plan can lead to financial comfort during retirement.  J. Michael Scarborough, a leading pioneer in the development of 401(k) advice, shows the reader how using the “Ten Steps to 401(k) Success” can help make the average 401(k) investor more comfortable in retirement.

In this book, you will learn the right approach to setting equitable rates. The tips and techniques are tried and true. This book tackles the issues and offers solutions providing explanations and real world examples, as well as testimonials from people who have followed the process outlined in this book and succeeded beyond their expectations. 

While college planning may appear like a small ticket sale at first glance, smart financial advisors recognize the full marketing potential—building insurance, retirement planning and other investment business stemming from a non-threating topic with prospects eager to discuss their children/grandchildren’s financial situations. 

Ethics and The Sale is a guide that leads you through difficult ethical and compliance issues in a conversational style, interspersing humorous reference and quotations from famous authors.  There is a discussion of these issues at each stage of the sales process, including prospecting, recommending a policy to the client, rebating and replacement, and self-disclosure. 

A proven strategy for a profitable, fee-only financial advisory service—from detailed analysis through the client communication and implementation phases with personal tips based on how Garrett did it best. 

From recent trends to financial hurdles relevant to an under-saved, under-prepared generation, Advisor’s Guide to the New Retirement Model delves into work and leisure “cycling,” new retirement “turning point,” healthcare phobia, and the overwhelming gender segmentation that is resulting.

This book offers hundreds of tips on handling your job more effectively and avoiding burnout, while offering secrets of effective email, current and potential uses of the internet, and the best ways to handle voicemail.