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NEW PROGRAM - Two seminar programs to choose from. SHORTER CLIENT SEMINAR - TWO APPOINTMENT CLOSE
A recent LIMRA report shows that fixed annuity sales fell 24% in the first quarter of 2010. And, year over year sales of fixed index annuities plunged 48%. If you are experiencing a similar drop in business you may want to look into one of Forward Strategies' marketing programs. Seminar selling continues to be the most effective way of reaching new prospects. Our turn-key program is easy to learn and nothing is left out. From the mailer, demographics and the menu items to serve for dinner. We cover everything up to the point of taking the application. What do you have to lose? Join our next webinar training session or Tucson meeting. Be an exception to these statistics.
![]() Become a successful seminar presenter. It's as easy as a two-day investment.
Presenters following the Forward Strategies Seminar Program have averaged at least a 55% appointment setting ratio for the past four years!
Day 1 We will begin with the nuts and bolts of how this program works. We start at the very beginning when an agent first decides to grow his/her business through seminar selling. We will cover the mailers that are working now, the recommended restaurant setup, the reminder calls including scripts for you and your assistant. We finish with an actual presentation by a successful seminar presenter who is in the field now! All of this followed by a dinner with the group. Day 2 You will start with a complimentary breakfast at the hotel overlooking the hotel pool and the Catalina Mountains to the east of Tucson. After breakfast we will dive right in because there is a lot to cover on day two including: - How to properly setup your seminar room - How does an assistant fit into the program - Seminar intro practice - Seminar closing practice - Story selling and its place in your seminar and appointments - Closing techniques that tie in with the seminar presentation - Three appointment sales and relationship building technique including scripts - Using the Estate Planning Portfolio in your practice - Tax deferred laddering software introduction - Asset based LTC and its place in the seminar We will have a short break for lunch and finish the day with a fine dining experience. All courtesy of Forward Strategies. Day 3 Head home to start your successful career as a seminar presenter. Hotel costs for August will be posted shortly. Hotel cost for March, 2010 camp is set at (coming soon) plus applicable taxes per night. This is based on or group discount. Forward Strategies will handle your transportation costs once you land at Tucson International. You are required to arrange and pay for your own transportation to and from Tucson as well as the hotel charges. Please contact us to discuss how the transportation and hotel costs can be reimbursed to you. *Must have 4 contracts in place through FSIB to attend training.
"This was the most in depth training I have ever seen" Roger O. Maryland
"The client presentation is excellent, it will keep you on track!" Jim W. Michigan
"I am so glad I am with you guys on this. I have full rooms every night!" Bill S. Arizona
"This program is working! My last seminar program would not generate attendance anymore!" Mark T. California
Call us to sign up for our next training class or just ask some questions. We are happy to help you work through this important decision making proces
1-800-488-1923 |









