Thursday, February 5, 2015

How using a prepackaging retirement approach can prequalify prospects - Sales Packaging Suites

Retirement planning is a significant segment of the financial planning market. Some advisers offer comprehensive planning that covers a broad range of planning strategies and product solutions. But many advisers take more of a simpler approach because their middle class prospects and clients needs fairly basic and straight forward. In this episode, retirement planning takes on a modular template approach.

Syndicated financial columnist and talk show host Steve Savant interviews sales packaging pro Mark James, who creates informational suites for sales and marketing support for financial and insurance professionals use with consumers.

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

Read More About Steve >>

Powered by Ash Brokerage

At its core, Ash Brokerage is about Honoring the Impact ® in the lives of the financial professionals who choose to partner with us — we are an engaged group of individuals who really care. We help advisors and their clients protect those they care about in impactful, meaningful ways ... Simply put, we make a difference in the lives of people.

Learn More >>
Ash Brokerage

Give Us A Call: (800) 589-3000