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Planning >> Presenting >> Reporting
Presenting a seminar couldn't be easier!
Providing you with all the tools you'll need for success, our system
gives you the following materials:
[view sample] |
Seminar Materials
A package of sample materials to hand-out at the seminar helping you gather valuable
information about each attendee. Collect information such as the attendees' name, address,
phone number, investement interest, other financial holdings, etc. The materials include sample "take-away" pieces for
the attendees to take home with them and fill out their personal bond information.
Included in this package:
- Attendee Roster - essential for having a successful program, this piece will help you to organize your attendees and keep track of who came, aiding you in future marketing
- Social Security Brochure - an informative and helpful pamphlet on "How to avoid paying taxes on your Social Security Benefits"
- Large Savings Bond Sample - a useful prop-example savings bond you can hold up showing that a savings bond should be considered as an I.O.U. from the US Government
- Record Keeping Sheet & Notes Page - the blank list given to attendees (or clients) interested in receiving a Savings Bond Performance Report©
- Map & Directions Page - while this document is provided for your download and use, it is only an outline
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Speaker's Script & Seminar Guide
This guide is designed to ensure success for those who assume responsibility for presenting this seminar/workshop.
This document is much more than a speaker's script. It is a guide to making the presentation
successful for both the attendee and the event sponsor.
Each slide is detailed with the important information you need to know to not only
inform your attendees about Savings Bonds but also includes the highly important
turning point from savings bonds into tax analysis.
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[view sample in Windows Media]
[view sample in RealPlayer] |
Videotaped "Live" Seminar DVD
A copy of our Savings Bond Professionals doing a "live" Savings Bond seminar in which we used the PowerPoint Presentation
available to you.
Preview this presentation to learn more about
savings bonds before you present your own seminar or meet with clients. The running time is approximately 70
minutes.
Also included with this DVD is a discussion with our most successful Agents who tell us about the
strongest selling points and most important pieces of information that helped turn prospects into clients.
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Appointment Planning DVD
A copy of our Savings Bond Professionals doing the step-by-step process with clients -
your own video guide on how to conduct your appointments. You'll see and learn:
- Appointment 1 - How to describe the Savings Bond Performance Report to a client, identifying problems with the savings bonds, leading into the solutions for the next appointment
- Appointment 2 - Addressing the problems by the bonds, creating a solution to the tax concequences from the bonds on their other investments, discussing possible solutions
- Appointment 3 - Review your solutions with your client on the tax-sheltered investments and how to eleviate the stresses placed on them by their bond income, determine which solution is best for them
- Appointment 4 - Closing the sale, discussing with the client how these solutions , reconfirming that the bonds were the issue and signing the business over to you from possibly their entire portfolio
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Auto-playing Introduction
Get your audience in the mood to learn about savings bonds by putting this presentation up
and letting it automatically rotate as guests arrive. It is full of saivngs bond trivia and
old war-time posters that bring back those important memories of yester-year for your
senior attendees.
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[view sample slide show] |
The Educational Savings Bond Seminar
You will receive on-line access to a PowerPoint Presentation (PPT) that will enable
you to deliver a Savings Bond seminar yourself. The materials in the PPT are sufficient
to provide very specific information about savings bonds. The presentation tells the audience why they
need a Savings Bond Performance Report to avoid all of the Myths, Pitfalls and Interest-Losing Mistakes
savings bond owners make.
You don't need to become an expert on Savings Bonds. All the materials in the PPT have
already been delivered at "live" seminars.
The PPT will be updated as - and when - it becomes necessary. For questions that you might
receive from persons regarding specific situations that you cannot answer, you can use our
Phone Consulting service - also supplied as part of the service - to obtain answers.
- Acquire new, qualified prospects by conducting seminars with our proven presentation
- A wealth of information giving you an overview of savings bond rules and regulations in an easy to use and understand format
- Experience an all new and turn-key savings bond educational seminar. This seminar runs aproximately 1 hour and includes the highly important turning point from savings bonds to tax analysis
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Savings Bond Letters
These letters can be used as Call Scripts, Invitations or Follow-Ups to Savings Bond Seminars
- Thank You For Attending Letter - send to individuals who attended the Savings Bond Educational Seminar
- Bond Sheet Confirmation Letter - send to individuals who sent in their Bond Sheet, thanking them
- Appointment Request Letter - send to individuals who have not scheduled an appointment after the seminar
- Tax Analysis Request Letter - send to individuals who need to followed up with a Tax Analysis
- Educational Seminar Proposal - Association Letter - send to heads of local organizations to propose your services of a bond seminar
- Existing Client Letter - send to existing clients notifying them of your new Savings Bond Performance Report© service and seminar
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