Looking for a way to jump-start business for 2018? Try hiring me to speak to your client group. You’ll ten times your LIRP premium and it’s as easy as 1-2-3:
- Buy copies of The Power of Zero and send them to your existing clients for whom the strategy is appropriate (ages 50 to 65 with at least $250,000 of investable assets)
- Invite those same clients to a dinner event where the author of The Power of Zero will address them personally! (sample invitations available upon request).
- At the end of the dinner, expect at least 80% of your existing clients to sign up for a strategy session to discuss how tax-free planning and specifically the LIRP might work for their scenario.
I did 20 such client events last year and results ranged anywhere from $100,000 to $600,000 in LIRP premium per event. For more details on how you can jump-start your 2018, contact kelsey@pozmarketing.com. Contact her today as the first quarter of 2018 is already beginning to fill up!