Retirement Planning
team Concept

Team of 6

Every office will have a team of 6 people licensed and trained to deal with the targeted flow of prospects that will be driven by the marketing machine.
Franchise style. The team will have a complete support staff
 The Team Questions
 Benefits Products
Purpose Resources
Mission  Join Us
Branding  About Us
Contact Us  Opportunity

Branch off

Of the 6 members 1 will be the leader and thus "manager, franchise owner" of the group.
The other 5 team members will be in training mode. Each team member will have the opportunity to build their own office and be the "Manager, Franchise Owner"

CLIENTELE & LEADS

The marketing machine that is in place along with the benefits package will be the driving factor for the team members to want to join and continue to be a part of the "Retirement Preparation Team" The marketing machine is a complex and integral part of the entire opportunity

The Benefits

The benefits-

  1. Strength in human assets.

  2. Training on unlimited programs.

  3. Team training and benefits.

  4. Group benefits I.E. Health Insurance and Retirement Program.

  5. Experience of other team members.

  6. You can grow a team/franchise with shared experience

  7. Marketing power and the power of branding recognition.

It does not take a brain surgeon to know that there will be a retirement boom over the next 10-15 years!

Baby boomers were born between the years of 1946 and 1964

They will start reaching reversemortgage age in 2008 (62yo)

They will start reaching traditional social security age in 2011 (65yo)

This boom will last 18 years at least

There are many groups trying to position themselves to take advantage of this boom.

  • The big stock brokerage firms are getting ready for this boom.
     

  • Many "MLM's" have entered the business and are counting on sphere of influence marketing....
    That is "friends and family".
    The problem...How on earth can you become a financial/Estate Planner with only 2 weeks of training and a Insurance license? In our opinion it takes Years and you still need a mentor.
     

  • Insurance companies are trying to figure out how to capture this market and marketing organizations are popping up everywhere.
     

  • marketing organization represents the insurance company and the agent. they are always looking for "producers".
     

  • All marketing originations claim to have the key to getting more clients... "a secret Patten pending program" to "fill your seminar room" or "drive leads to you over the Radio" or the "super mail house" all with your money!!! This is the spaghetti theory...you know throw all at the wall and see what sticks.
     

  • Many touting EIA's as the see all end all. (The truth is EIA's are appropriate in some cases but not all cases).
     

  • The truth is that this market is a human market and they are making decisions that will affect the rest of their lives.
     

  • They want someone local that they can identify with and that they feel are knowledgeable and operating in their best interest.
     

  • They want credibility and comfort in their team member helping them.
     

  • This is the opportunity of a life time for a well positioned Team.
     

Hang on your in for the ride of your life-