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"61% of those who have attended a financial seminar
said they did so because the topic was interesting." |
| source: Senior Market Advisor, July 2005 Issue, page 130 |
A Unique Seminar Topic
Our turn-key seminar service provides you with marketing, advertising and seminar
materials that will attract prospects to attend an educational
Savings Bond Seminar. Attendees provide you with a list of their bonds - as well as
information on their other investments.
After the seminar, you'll prepare a personalized "Savings Bond Performance Report"™
for each attendee using our web-based, bond analysis system. Next, schedule an appointment to review their
report, and the concequences eventually cashing out the bond will have on their overall investment portfolio.
Through our specially designed appointment system available on DVD, you'll learn how to assist clients in
moving their assets, sometimes their entire portfolio, into products you can manage as a 'tax-shelter'. Your
new goal becomes one of protecting their other investments from over-taxation due to the cashing in of bonds.
Why Savings Bonds? A Lucrative, Untapped Market of Investors
Savings Bond owners are now worth the time of a financial planner using our system. With the elimination of the HH tax-deferral
bond and the closing of the US Treasury's marketing offices,
savings bond owners are now seeking out financial advice about their
bonds from sources other than the government.
The Savings Bond Market - Investor Statistics
- $205 Billion invested - the largest held security in the world
- $16+ Billion no longer earning interest & need to be re-invested
- 55+ Million Americans - 1 in 3 households - own them
- An est. 20 Million Seniors hold almost 40% of entire market
- Bonds purchased for retirement or education
- Conservative investors seeking safe and secure investments
 
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