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Testimonials
Dear Jackie,
I just wanted follow up and thank you for taking the time to work with us as we
implement the savings bond system. Your expertise in marketing has also been a great
help and has already begun to generate revenue in our agency.
This is really a phenomenal product. I also appreciate your standard of excellence and how
you follow through. You've helped us to stay on track and utilize the system in the most
efficient way.
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"This is really a phenomenal product." |
I'd like to share one example of how your product has added value to our agency. As you
know I work with an estate planning attorney with whom I shared the savings bond report. He
clearly saw the value that it would add to his clients.
In fact, shortly after showing it to him, he called one of his clients that had quite a
few bonds to explain it to him and mentioned he should talk to me. Through this referral
I prepared the report, mailed it and ended up meeting with this person. He mentioned how
educational the report was and also felt that his advisor of 20 years might not be in touch
with what he needs at this stage of his life. So, I now have a new client directly as a
result of the savings bond program.
This is the first of many testimonials I'm sure will occur and I look forward to utilizing
the savings bond program to increase revenue in our agency. Thank you for a most excellent
product and your continued support.
Have a great day.
T.W. CSA, CEPS
Valparaiso, IN
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He Helped Himself By Helping Others
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"What started out as helping clients who owned U S Savings Bonds, turned into a great service which has helped me write new business. I already wrote close to $200,000 in new premiums, and I've only used the workshop educational seminar one time," says Robert R. (Bob) a Financial Planner in southwest Connecticut.
Bob's original reason for subscribing to the Platinum Plus Service was to prepare personalized, color-coded Savings Bond Performance Reports© for his existing clients. Some of them owned a couple hundred savings bonds and had no idea of their value - or even if the bonds were still earning interest. Initially, all Bob wanted to do was help his existing clients; he didn't realize the tremendous opportunity that he was uncovering.
Not only did he provide a valuable service for his current clients, but he has also converted numerous mature savings bonds - and a large number of poorly performing bonds, into a better investment for his clients - and commissions for himself.
Bob used the proceeds from the cashed-in bonds to purchase annuities that offer a much better return. "One of my clients is really happy that he has cashed in some bonds that weren't earning any interest, and also cashed-in some other low yielding bonds. He is now earning 8.22% for the next ten years in an equity indexed annuity." Bob became aware of how he could use savings bond to increase his commissions by preparing Savings Bond Performance Reports© for others, but he was just too busy doing day-to-day business to get started.
"I Better Get Out There [and do my own educational workshop]"
 Then, one afternoon, while reading his local newspaper, he saw an ad for a Savings Bond workshop from a competitor. A bit of competitive fear struck him. He didn't want another Financial Professional to be the first to market and become THE local Savings Bond Specialist in HIS area. He put down the paper and called SBPlanner.com and asked us to help him plan an Educational workshop about Savings Bonds. He was determined to conduct his workshop BEFORE the other Financial Professional.
Bob knew in his gut that the Savings Bond workshops and Savings Bond Performance Reports© were a unique way to attract new clients, and write new business. "What a wonderful way to brand yourself as a Senior Advisor." He added, "It is a great way to get my local community to know me better."
After a few phone calls Bob decided on a workshop location - one of which was just down the street from his office. He contacted his local newspaper to create 15,000 red and blue two-sided workshop announcements - on white paper - for inserting in the local newspaper approximately a week before his event. (The cost was $1,400.00 including insertion and delivery.) Once the dates, location and advertising information was set, Bob was ready to review the sample seminar DVD, seminar script, and become familiar with the PowerPoint presentation to be delivered at the seminar. During this entire process, Bob was in continuous contact with Jackie Brahney, of the SBPlanner.com Marketing Department for guidance and assistance.
"They Were There for the Information"
Approximately 35 very interested, highly qualified Savings Bond owners attended Bob's educational workshop. An additional 10-12 savings bond owners called to schedule one-on-one appointments. Bob said he was very impressed at how well the PowerPoint slides kept the attendee's attention for the 45 - 50 minute presentation, and how "they followed every line - no interruptions." The workshops were a huge success and the sample Savings Bond Performance Report© impressed the attendees because it was "so easy to understand."
By strategically moving matured bonds and other poorly performing savings bonds into annuity contracts, Bob says that he has earned in excess of $20,000.00 in commissions - from just two new accounts. His total cost for his first savings bond educational workshop - including the room rental and newspaper inserts - was less than $2,000.00. His Return On Investment (ROI) was approximately 10 times his initial cost - and he isn't finished following up with all of his fresh prospects - yet.
 "You Don't Need a Meal to Attract Interested People"
Bob reports that he is still receiving calls from Savings Bond owners two weeks AFTER the initial workshop. They are scheduled to attend future workshops. Four other workshops are already scheduled on Bob's calendar in the upcoming months. Not having to pay for expensive meals and the fancy restaurant kept his return on investment high. Bob's newest clients are extremely happy with the relaxed, pressure-free, educational workshop and the easy-to-read, complimentary, Savings Bond Performance Reports©.
Bob's initial investment into a value added service for a few of his existing clients has developed into a new twist for his business. "I'm very busy helping owners make the proper decisions about their Savings Bond investments, and I'm making very good money while doing it", says Bob.
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READ PART 2 OF THIS TESTIMONIAL
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- © copyright SavingsBonds.com Inc., UIS Inc. January 2001, 2002 -
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