The Wealth Preservation Institute has many

“Marketing” tools to help its advisor market to clients

            The WPI™ as its core function is not to be a marketing entity for Certified Advisors. The core function of the WPI is to educate advisors on the most up to date and advanced planning techniques so you can help your high income/net worth clients.

            Having said that, we at the WPI™ know how powerful the concepts from the CWPP™, CAPP™, and MMB™ courses are when gathering new clients.  Therefore, the WPI™ has developed several creative ways to help you market your knowledge and abilities. 

Unique Marketing tools

Offered by Strategic Marketing Partners, LLC

Contact Jayne@strategicmp.net for more information

What is your current IMO/FMO doing for you? 

If you are like most you’ll scratch your head and have to think hard to find something unique that your current IMO is doing for you.

Most IMOs simply license insurance advisors and hope they place business so the IMO can make an override.  Some provide decent service but most do not. IMOs have become a necessary evil in the insurance industry so advisors can obtain better payouts.

Newsflash:  You can obtain as good or better contracts with any decent IMO.

The question then becomes what “unique” value is your IMO bringing to the table that merits them getting your fixed life and annuity business?

Those at Strategic Marketing Partners, LLC, believe that they offer several unique values that are not available elsewhere in the industry.  They understand how important it is to arm advisors with the “best” marketing tools so you can grow your business, provide the best advice to your clients and, of course, earn more money.    

Obtain $15,000+ worth of marketing tools for FREE

For an agent moving ALL of your fixed life and annuity business to Strategic Marketing Partners, LLC as your go-to IMO, you will get access in one way or another to the following marketing tools.   

The Tools

1)      HEAP software (http://www.heaplan.com) (normally $500 or $750 if you get your own web-site).

As soon as you transfer your contracts to Strategic Marketing Partners, LLC (SMP), you will get access to the Home Equity Acceleration Plan (HEAP) calculator and can start running illustrations.  When you start placing production you will then be setup with your own HEAP web-site that you can send clients to where they can learn more and sign up for more information.  This is the “best” new client generation concept in the industry today.

The following is a training video for how to run a basic HEAP illustration for a client.

http://www.thewpi.org/camtasia/heap.new.software.basic/

The following is a voiced-over presentation you can e-mail to clients or post on your web-site for clients to learn the power of HEAP and to motivate them to contact you.

http://www.thewpi.org/Flash.presentations/HEAP.Client/Presentation_Files/ 

Clicking on the following link (http://www.thewpi.org/pdf_files/HEAPBrochure.pdf) and view the HEAP brochure you can use and insert your own name, address (on the front page) and e-mail address (on the last page).  It functions as a tri-fold and is again a great way to motivate current and potential clients to contact you for more information.

2) The Safe College Plan (SCP™) (Normally $350 a year.  This will be available with production credits).

One of best new marketing tools you can use to get literally hundreds of new clients in your door each year is the SCP™.    When you can say to your clients that you have the “only” plan in the marketplace that will allow them to grow wealth for college expenses in a tax- and penalty-free manner using Fixed Indexed Annuities (FIAs) you’ve got their attention.   The SCP™ is a plan where your clients can grow wealth for college expenses where the money will NEVER be subject to downturns in the stock market and where gains are locked in on an annual basis.   The SCP™ is unique because you can finally use FIAs in a college planning setting without having to worry about income taxes and a penalty for withdrawals before age 59.5.

To view the basic turnkey web-site you will be provided that will have your unique information on it, please go to http://www.safecollegeplan.com.

3) Life illustration software (with the 8-page sales presentation which can also be used for Equity Harvesting illustrations) (Normally $700 a year ($350 for Part I and $350 for part II)). 

As soon as you move your contracts, you will get access to this very powerful illustration system. There is no better illustration system in the market today you can use to help show your clients the value of growing wealth with cash value life insurance.

Part I of the software allows you to show clients the difference between growing wealth in the stock market and compares that to growing wealth with EIUL insurance. See the following training video showing you how simple it is to use the software and the one of a kind sales presentation that is created.

http://www.thewpi.org/camtasia/8.page.life.software.level/

Part II of the software allows you to compare growing wealth in a traditional tax-deferred retirement plan (IRA/401(k)/profit sharing plan), a Roth IRA or 401(k) Plan to growing wealth in a cash value life insurance policy.  This is the most realistic illustration software of its kind and is a must-have tool if you are trying to communicate the unique value of building wealth with cash value life insurance. A video illustrating how it works will be posted shortly.

Also, FYI, I created a training video for how to run life illustrations with Revolutionary Life. You can check that out at:

http://www.thewpi.org/camtasia/rev.life.software/

http://www.thewpi.org/camtasia/max.inflation.income.rev.life/

4) Ability to give 30+ hours of CPE credit to CPAs (normally $2,500 a year)

As soon as you move your contracts, you will have the ability to give in excess of 30-hours of CE credit seminars to CPAs, EAs and accountants. Many advisors have made millions of dollars network marketing with CPAs.  When working with Strategic Marketing Partners, LLC, you will be absolutely unique in your local area by being able to give CE credits to CPAs on a whole variety of important topics, many of which will be income producing due to the fact that they use life insurance and annuities. There is no better way to lift your credibility with CPAs than to be the “expert” giving them CPE seminars.

5) E-newsletters and the e-newsletter system (Normally $650 for non-CWPP advisors and $350 for CWPP advisors annually.  This is an item that you can start using for free when you meet production requirements)

If you are not sending educational e-newsletters to your clients and potential referral sources at least two times a month you are making the biggest mistake today when it comes to marketing and growing your business.

SMP, LLC has a turnkey e-newsletter system where we provide for agents two unique educational/motivational e-newsletters you can send to your clients and referral sources.  Additionally, SMP, LLC has an e-mail system that allows you to send as many newsletters as you want AND tracks who receives your newsletters and how many times they open them.  If you want to take your marketing to the next level, you need to be using this drip-marketing system. 

Click on the following to see how the system works:

http://www.thewpi.org/camtasia/e.mail.blasting/ 

6) Ghost web-site (Normally $950 for CWPP advisors and $1150 for non-CWPP advisors annually. This is an item that you can start using for free when you meet production requirements)

Most advisors do not have a web-site that they like or that they think will help motivate clients to contact the business for more information (which in turn will increase sales).

SMP, LLC has an absolutely unique ghost web-site advisors can use as their own.  If you want to have a web-site you can be proud of and one that will both educate and motivate your clients, then you need to start using the website offered by SMP, LLC.

To view the basic ghost web-site, go to the following link:

http://www.wealthpreservationinstitute.com/ 

Those who choose to utilize this powerful marketing tool can customize the site with their own picture and contact info.  If you want to change the look and feel, that can be done as well.   You’ll also notice that the site comes with several of the voiced-over flash PowerPoint Presentations to help educate and motivate your clients.

7) Name on the front cover of books (Cost is $1700 per 100 books. This is an item that you can start using for free when you meet production requirements).

You can write the foreword for each of the following books. This is one of the most powerful marketing tools you will ever get your hands on.  It is much more impressive to hand an interesting/motivational book to a client with your name on the cover than it is to hand out a business card. 

Books:

-The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security.  Click on the following link to learn more about this book http://www.thewpi.org/?a=PG:1011.

-The Home Equity Acceleration Plan (H.E.A.P.™). Click on the following link to learn more about this book: http://www.thewpi.org/?a=PG:1001

8) Flash voiced-over PowerPoint presentations (normally $25 a month per 3 presentations)

If you want to communicate the value of several topics to your clients, using these flash PowerPoints is a great way to do so.  As soon as you move your contacts over to the IMO, you will be able to use these presentations.  You can e-mail them to clients and/or post them on your web-site for viewing.  Many advisors have already made significant product sales by motivating their clients using one or more of these presentations.

Click on the name of each one to bring up the actual flash presentation you can review.

The Safe College Plan

The Super 401(k) Plan

FIAs with a 7% guaranteed rate of return (accumulation value) and guaranteed income for life

Fixed Indexed Annuities (general)

Equity indexed life insurance (how to build wealth with cash value life)

Equity Harvesting (removing money from a home to fund life insurance)

Asset Protection (basic)

The Maximizer (how to nearly double the return of the S&P 500 using FIAs)

Basic Estate Planning

Captive Insurance Companies (CICs)

Charitable Planning

9) Co-Authored Book (Cost is $3,750 which will be available with production credits)

It’s one thing to write the “Foreword” for a book, it’s another to be a co-author.  In cooperation with Roccy DeFrancesco, JD, CWPP™, CAPP™, MMB™, you will actually be able to become a co-author of what many believe is the best book ever written when it comes to helping affluent clients protect and grow their wealth.  The book is titled Wealth Preservation for the Affluent (however it is highly recommended that you come up with your own unique title).

How can you become a co-author and feel good about doing so? You will have the opportunity to review the book in total and make changes as you see fit. Additionally, you will have the opportunity to write new content for the book.  Both of which will justify your name going on the cover as a co-author. 

The select few advisors who have taken advantage of using this book have used it to bolster their credibility and cultivate a much more affluent client base.

To review the table of contents of this very powerful and motivating book, please click on the following link.  http://thewpi.org/powerpoint/table%20of%20contents.pdf.

10) The Certified Wealth Preservation Planner (CWPP™) course ($1,300 which will be paid out of production credits)

We believe that in order to provide the best comprehensive and compliant advice to high income/net worth clients you have to attend the “best” educational courses.  The best and the only “advanced” education course in the industry the CWPP™ course. 

We at our IMO believe taking the CWPP™ is a must in today’s ever increasingly difficult and compliant crazy environment.  As such, we will reimburse agents who have not yet obtained the CWPP™ designation for taking the program. 

Summary of unique marketing tools offer through

Strategic Marketing Partners, LLC

            Let’s start out with the same question that we started with: what is your current IMO/FMO doing for you?  What unique benefits are the IMOs you are working with providing?  If you are like the vast majority of advisors in the insurance field, the answer is NONE or very little.

            When you work with Strategic Marketing Partners, LLC, we arm you with the “best” marketing tools in the industry so you grow your business, provide the best advice, and earn more money.

            Whether you are placing ALL of your fixed life and annuity business through our IMO or whether you choose to selectively place business in order to take advantage of the production credits so you can obtain for free some or all of our marketing tools, we are here to serve you as the only truly advisor-focused IMO in the industry.

            If you would like to learn more about our IMO and how you can get started, please contact Jayne Le Blanc at jayne@strategicmp.net.