30-Year Retirement Plan:
Balance Risk with Future-Proof Strategies
Seminar Marketing Power Pack
Your Complete Seminar Marketing Campaign
Focusing on three primary areas of risk: Market, Inflation and the Unknown, ESI’s 30-Year Retirement Plan Seminar demonstrates how life insurance, managed money, and annuities can work together to help mitigate that risk.
Please note that this seminar is for ESI Registered Representative or IAR use only.
Target Audience
Format: Deliver your seminar virtually as a webinar or as a traditional in-person event – the choice is yours.
This seminar works well for both clients and prospects. Focus on long-term retirement needs, while delivering education that’s appropriate for any age group.
For Prospecting
Use it to introduce yourself and the solutions you provide to new prospects, with the goal of scheduling a follow-up meeting with prospects after the seminar.
For Clients
It’s an opportunity to reconnect and remind your clients of all the solutions you provide. Invite clients as a value-add event and ask them to bring a friend, or request referrals at the event.
Tip: For a more practical use, use this presentation during annual reviews.
FOR RR/IAR USE ONLY – NOT FOR USE WITH THE GENERAL PUBLIC
Equity Services, Inc. (ESI), Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH and WI, ESI operates as Vermont Equity Services. Morningstar is independent of Equity Services, Inc. P: 800-344-7437 | www.Equity-Services.com | One National Life Drive, Montpelier, VT 05604
TC7014976(0924)3
Cat No 107580(0924)