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Servicing the Senior Market
Focusing on the Senior Market while using the Savings Bond Seminar has proved to be a low-cost, high return
strategy for Financial Planners and Insurance Producers across America. With an est. 20 million Seniors
owning savings bonds – many of whom are confused about their investment – they are in need
of someone to service them.
By conducting an educational seminar, and providing a complementary "Savings Bond Performance Report"™,
you can satisfy their needs in a relaxed and pressure-free atmosphere. Providing them with the
information they need, you'll be transformed from "just another salesman" to a "trusted advisor".
You will be in a position to suggest other products or services that will earn you fees
or commissions.
Using the Savings Bond Seminar and focusing on this market by locating meeting places
for Senior citizens such as Senior centers, retirement communities, AARP, VFW & American Legion
halls has proven to be highly successful. Placing ads in local newspapers and Senior bulletins, you will also
help you get a "jump start" into this overlooked market of investors. Providing these services will set you
apart from other Senior advisors in your area.
Seniors are also a very "viral" marketplace. Many Seniors have extra time on their hands and
look for subjects of interest to talk about with their peers. We have found that once
you become established with Seniors in your area, they will tell their friends who will
call you to arrange an appointment for their "Savings Bond Performance Report"™.
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