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U.S. Savings Bonds Passive Marketing Process©
- Our company creates and installs a customized, specialized web site for senior prospects to access to enter their savings bond information on-line.
For example: savingsbonds.com/yourWebsiteNameHere
- The Financial Planner (FP)/Agent places frequent advertisements in local newspapers or in local publications focused on the senior/retiree market place. (You may attract persons other than seniors. This will be good for future prospecting.) The following are two sample ads you may like to use:
Sample advertisement :
Ad size - 3 1/2" X 1 5/8" inches
How well are YOUR
U.S. Savings Bonds performing?
To learn the answer(s), go to savingsbonds.com/
yourWebsiteNameHere
Would you like a US Savings
Bonds Performance Report?
To learn the answer(s), go to savingsbonds.com/
yourWebsiteNameHere
Sample advertisement :
Ad size - 1 3/4" X 5/8" inches
- Senior owners of savings bonds read the FP/Agent sponsored advertisement(s) and access the www.savingsbonds.com/xxxxxx website to enter the data from the face of each savings bond. The senior can instantly observe that bond's value on their monitor. The senior repeats the process for each of their bonds. The senior will be required to enter their name and phone number to personalize their report - which is formatted for printing - which the FP/Agent promises to email to him/her.
- After the senior enters their last bond, the service instantly prepares a Savings Bond Performance Report© and emails it to the senior. A copy of the same report is sent - via email - to the FP/Agent.
- The FP/Agent reviews the Savings Bond Performance Report© and contacts the senior to briefly discuss problems he notices on the senior's report. (There are always problems to discuss with senior-owned savings bonds.) The FP/Agent explains that he can help them with their savings bond issues and makes an appointment*.
- The FP/Agent meets with the senior and delivers a presentation explaining the potential tax problems that seniors face when they cash-in matured savings bonds. Through a series of additional meetings, the FP/Agent demonstrates why the senior should have him redeploy their existing retirement assets into multiple annuity contracts.
- The FP/Agent converts the senior's retirement assets into annuities, prepares a suggested redemption schedule for the senior's savings bonds and meets with the senior to deliver and explain the annuity contract(s) and also delivers and reviews the suggested savings bond redemption schedule.
* In the event the senior doesn't wish to meet with the FP/Agent at this time, or wish to take immediate action, or if the senior still owns savings bonds after purchasing annuities, a Savings Bond Monthly Statement© will automatically be prepared and emailed each month to the senior and the FP/Agent. This report will keep the FP's/Agent's name front-of-mind with the senior each month until the senior decides to take some/additional action.
Copyright © January 2011. The above described process is the Intellectual Property of John J Quinn, Sr, UIS, Inc. and www.savingsbonds.com. The use of this process - except as a beta-test by the FP/Agent - without the expressed written consent of the parties is strictly prohibited. UIS/savingsbonds.com/John J Quinn, Sr. et al reserve the right to withdraw the access to, and use of, this process without prior notification.
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