ASK US A QUESTION
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or call 800-717-2663
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Proven Materials Equal Seminar Success
We are experts in the field ready to assist you! You will receive a one-on-one phone tutorial that walks you through the
SBPlanner.com service. We'll also deliver on-going e-mail and phone support to help
answer Savings Bond questions that may come your way following a seminar.
SBPlanner makes it as easy as 1, 2, 3 to implement this fresh new client acquisition
system that will increase your business and deliver exclusive monthly statements,
keeping your name in front of prospects on a regular basis!
- Seminar Check-list & Timeline
- "How to Succeed Using the Savings Bond Seminar" Guide
- Advertising Materials for Newspaper, Radio, etc
- Newsletters/Flyers
- *NEW*Seminar Invitations
- Savings Bond Payroll Deduction Plan Search [learn more]
- Review our Frequently Asked Questions information
- Watch our "Live" Seminar Training Video
- Use the Savings Bond PowerPoint Presentation
- Distribute our Handouts for Attendees
- Customized Savings Bond Performance Reports™
- Detailed Matured Bond Reports
- Monthly E-mail Portfolio Summary Statements
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