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.

30 Year Retirement Plan Seminar and Resources

Seminar Presentation Deck
Cat No 107579

Seminar Invite eMail
Cat No 104755

CoBrand on Demand Seminar Invite Postcard
Cat No 105032

New Client Fact Finder
Cat No 107401

Risk Tolerance Questionnaire
Cat No 107399

Balancing Risk Client Brochure
Cat No 104484

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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

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