Insurance tracking and Marketing Tools -  National Benefit Advisory
  Senior Workshops
 

Our senior workshops have been tried and tested for a number of years. We have proven methods to attract potential customers to your seminar. When you attend a training seminar conducted by our partner company, you will learn:

  • How the "industry's Elite" conduct effective client workshops
  • How to generate more interest in your products and services through creative marketing concepts
  • How to create long term relationships with potential clients and workshop attendees
  • How to give an award winning presentation and maintain compliance
  • Client review process
  • How to benefit from the growing IRA market
  • The keys to business development
     
 
  • Retirement Needs Workshop CD-ROM presentation
  • Access to ILSA complimentary benefits package
  • Access to workshop brochures - "How to potentially reduce or
    eliminate tax on your social security income"
  • Personalized workshop marketing invitations
  • Client marketing concepts and ideas
  • Index Annuity 101 - training & reference materials
  • Access to trained, professional speakers

Call or email our Assistant (Special Programs) for more details!

We work with our partner company to help prepare and train the agent. This company is one of the largest marketing companies in the world. The training you will receive there is world class. We work hand in hand with this company to provide training and support.

Unlike other marketing companies, we will handle almost every detail of the seminar for you. Our seminar coordinator will produce and mail the invitation, book the seminar location, and if requested provide seminar packets and booklets. In some instances we can help set up on the day of the seminar and even assist in the presentation if you so desire.

The typical time frame needed to prepare and mail a seminar is 35 days notice to "get the ball rolling."

NOTE: Agent must be contracted with a minimum of 3 (three) companies under National Benefit Advisory for seminar support!

Click on the link below to print out a copy of the seminar order form:

Seminar Order Form

 
National Benefit Advisory  |  509 4th St. Suite 7  |  Bremerton, Washington, 98337-1401  |  (360) 373-6162  |  (360) 405-1069
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