Turbocharge your future with a revolutionary Excel® spreadsheet that lets you create a retirement plan in 15 minutes or less. Color-coded reports help you quickly understand your financial picture... and help you plan for the future.
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Retirement Snapshot Prospecting SystemThe Retirement Snapshot Prospecting System enables you to readily prospect for prospects interested in having a Retirement Snapshot retirement plan created for them. The system consists of 2 postcards, a sales letter introducing the concept of the Retirement Snapshot and a beautiful color tri-fold brochure which can be customized with your specific contact information on the back panel. In addition, you can have your photo appear along with your contact information. The brochure is emailed to you as a PDF master which you can have your printer use to create your brochures. The brochure does a great job of showing your prospects the actual layout of the reports created by the software and lets them know how having a snapshot done for them can answer their most urgent questions concerning their retirement. The brochure can be mailed to existing clients or sent out when a prospect responds to your postcard or calls requesting more information. Click here to see a sample of the brochure. The cost of the Prospecting System is only $125.
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