Retirement Snapshot

Retirement Planning and Long Term Financial Planning made simple!

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Are You OVERWHELMING Your Prospects and Clients with TOO MANY pages of DATA?

Do You Spend TOO MUCH time preparing financial illustrations?

Would You Like to Have Your Prospects make A Buying Decision Quicker and STOP "Thinking About It?"

 

Retirement Planning Software

Plan for your future with Retirement Snapshot, a comprehensive FMCA approved Retirement planning software tool that will help your assess, calculate, analysis and adjust your financial retirement planning system. This piece of financial planning software can help your develop your ultimate retirement plan and goals. Retirement Snapshot retirement planning software package includes, insurance marketing tools and agent sales tools, a cash flow calculator, asset allocations software and annuity sales software, and retirement planning resources. This ultimate retirement plan includes a retirement planning system allows you to plan for your long term financial care without having complex financial illustration and financial planning prospecting system.

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 Agents Sales Tools New York

When using Retirement Snapshot there are all kinds of valuable financial planning software at your disposal. Retirement Snapshot offers agents sales tools New York. These systems could increase customer satisfaction if they are used with wisdom. If the information obtained and analyzed with certain methods is used to create a product that matches or exceeds customer expectations, and the sales staff uses the system to service customers more expertly and diligently, then customers should be satisfied with the company.

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Agents sales tools New York will provide a competitive advantage because customer satisfaction leads to increased customer loyalty, reduced customer acquisition costs, reduced price elasticity of demand, and increased profit margins.

 
As mentioned above, productivity will increase. Sales staff will use their time more efficiently and more effectively when they use the total retirement planning system. The sales manager will also become more efficient and more effective. When you use the agents sales tools New York at your disposal, his increased productivity can create a competitive advantage in three ways: it can reduce costs, it can increase sales revenue, and it can increase market share. 

New York gross state product in 2006 was $1.02 trillion, ranking third in size behind the larger states of California and Texas. If New York were an independent nation, it would rank as the 16th largest economy in the world behind South Korea. Its 2005 per capita personal income was $40,072, an increase of 4.2% from 2004, placing it fifth in the nation behind Maryland and eighth in the world behind Ireland. So when you utilize agents sales tools New York and Insurance marketing tools New York you get the ultimate retirement plan New York.

 

Financial Planning Software

Included with the Retirement Snapshot package is a wealth of resources that can help you make the most of your retirement and long term financial planning. Some of the things that are bundled with the Retirement Snapshot are a cash flow calculator and financial calculators. Using these agent sales tools provided by the agents selling system you will be on your way to having the ultimate retirement plan. There are also different types of financial planning software which includes financial projection software and financial illustration software. These are all part of financial planning marketing resources that make up a financial planning prospecting system. The financial planning sales tools offered by Retirement Snapshot are the top in the business.

 

Ultimate Retirement Plan New York

Everyone needs the ultimate retirement plan New York not just people in New York but all across the globe. Everyone gets old and who wants to work later in life. Retirement ceases if the retiree decides to go back to work. A retiree may go back to work for a number of reasons, ranging from financial hardship, to the simple desire for activity or new social interactions. 

New careers where the retired return to work is an increasing phenomenon in Industrialized countries where inflation has reduced the value of available Pension income below that required to maintain a reasonable standard of living. Many corporations are now explicitly recruiting retired workers for their experience, attitude and loyalty. 

Don't get caught up in this growing trend, use Retirement Snapshot's ultimate retirement plan New York and secure your golden years for doing everything you always dreamed of doing but never had time for. 

According to the US Department of Commerce, New York is also the state of choice for foreign visitors, leading both Florida and California in tourism. The cash flow generated from tourism is a wonderful opportunity to offer the ultimate retirement plan New York because many of these tourist will come back many times over there life and some even come to New York to retire. Why not retire wealthy using the ultimate retirement plan New York to prosper beyond belief.

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Total Retirement Planning System

The Retirement Snapshot is an Excel based comprehensive retirement planning software program developed by Joe Barbarite. Joe has extensive experience in dealing with financial planning marketing resources industry as well as computer programming. Joe has a background spanning over 30 years in programming, actuarial work and computer services and received the "A" class agent of the year award when working for Equitable several years ago. In addition, Joe has over 15 years of direct marketing experience. Joe recognized that there are do it yourself retirement planning system out there but they all lacked a common element. None of them provided a report that was easy to read or understand. Joe's reports are so easy to read that his program is being used by advisors offering financial services in Boca Raton Florida as their financial planning sales tools. Now this amazing total retirement planning system is available to professionals and lay people alike. Instead of hiring a financial advisor, the average person can create a total retirement planning system in New York, or anywhere for that matter. Financial professionals have already recognized the value of his comprehensive retirement planning system and use it to create a ultimate retirement plan. Do it yourself ultimate retirement plan has never been easier and for those with a little knowledge, there is no need to hire a financial advisor. If you are looking for financial services in Boca Raton Florida, take a look at Joe Barbarites Retirement Snapshot before hiring a financial advisor.

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New York Software Systems

New York software systems are usually outdated and unreliable. Software is a general term used to describe a collection of computer programs, procedures and documentation that perform some tasks on a computer system.  

The term includes application software such as word processors which perform productive tasks for users, system software such as operating systems, which interface with hardware to provide the necessary services for application software, and middleware which controls and co-ordinates distributed systems. 

Retirement Snapshot provides has already went through all the New York software systems and took all the good and left the bad. Then they packaged it along with training in a comprehensive package to deliver the ultimate retirement plan in New York and throughout the United States.

New York is one of the world's major centers of commerce and finance. New York also exerts global influence in media, education, entertainment, arts, fashion and advertising. It is also a major center for international affairs, hosting the headquarters of the United Nations. Why not take advantage of all New York has to offer? No time or money, join Retirement Snapshot and utilize powerful New York Software Systems to make the money you deserve. New York Software Systems makes it easy to take time and enjoy life the way it was meant to be, call today!

 

Retiree Marketing System

The Retirement Snapshot program has made a personal financial planning prospecting system in Florida so easy that it has become a perfect online business for retirees. The program offers insurance marketing resources that get your business up and running rapidly. The timing for a business focused on retirement planning resources and investing has never been better. The Baby Boomer generation is the largest generation in the history of our country and most of the Baby Boomers are near their 50th birthdays which means a retiree marketing system and investing have never been more important to them. The Baby Boomers are the first generation to be faced with the potential for Social Security collapse and are faced with having to address their retirement planning system in a more serious fashion. This presents an ideal retiree marketing system scenario for personal financial planning marketing resources anywhere across the United States. Retirement investing is not rocket science but it can be very confusing when you start looking at all the financial terms used. The Retirement Snapshot program simplifies this information and the retirement cash flow projections alert you to any possible problems in the future. For the best online business for retirees that addresses investing in an ultimate retirement plan and insurance marketing resources, the Retirement Snapshot is the program for you.

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New York Retiree Marketing System

New York has a lot of retirees in need of a New York retiree marketing system. Take advantage of Retirement Snapshot and cash in on this need and provide a valuable service backed up by powerful easy to use tools and software. 

A New York retiree marketing system that is integrated seamlessly into an overall ultimate retirement plan New York is as invaluable to you as an agent as it is in taking care of all your clients needs. 

This proven system providing and backed by Retirement Snapshot is the ultimate retirement plan New York. We train you and provide all the tools you need to be successful. We've already done all the hard work for you, take advantage today and start putting the New York retiree marketing system to work for you and your clients right now!

Retirement Calculator

There are many different options in an ultimate retirement plan that contributes to financial projections. Some people are covered by a pension plan from their employer and others are depending on their IRA planning. An IRA is an investing tool like a retirement calculator used by individuals to earn and earmark funds for retirement planning system. An IRA is established by individual taxpayers who are allowed to contribute 100 per cent of compensation up to a set maximum dollar amount. Contributions to the traditional IRA may be tax deductible depending on the taxpayers' income, tax filing status and coverage by an employer sponsored total retirement planning system.

Eventual withdrawal from an IRA is taxed as income, including the capital gains, but because income is likely to be lower after retirement, the tax rate may be lower. Combined with potential tax savings at the time of contribution, an IRA can prove to be very valuable retirement marketing resources for individuals. Also, depending on income, an individual may be able to fit into a lower tax bracket with tax deductible contributions during his or her working years while still enjoying a low tax bracket. IRA planning in New York is very popular with self employed individuals because they can contribute 100 per cent of their income to it if they choose to.

Many times an employee's pension plan does not keep up with inflation and falls short of what is needed in a ultimate retirement plan. Retirement Snapshot retirement software will identify this problem in the financial projections and highlight negative yearly income in red using the retirement calculator or other planning software which enables you to take steps now to cover that negative yearly income in your retirement plan and change your financial projections. Whether you are dependent on IRA planning in Tampa Florida or a pension plan or any other retirement plan, Retirement Snapshot will give you accurate financial projections. Asset allocation software is a very important factor in setting up your ultimate retirement plan. Asset allocation software is a term used to refer to how an investor distributes his investments among various classes of investment vehicles like stocks and bonds, the 401k plan, the 403b retirement plan, defined benefit plan, defined contribution plan and indexed universal life insurance. The Retirement Snapshot retirement software takes all of these investment vehicles into account in your financial projections.

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Insurance Marketing Tools New York

Insurance marketing tools New York also includes online marketing tools, Internet advertising, eMarketing is the marketing of products or services over the Internet using specialized software and other insurance marketing tools New York. When applied to the subset of website-based advertisement placements, Internet marketing is commonly referred to as Web advertising and Web marketing. The Internet has brought many unique benefits to marketing, one of which being lower costs for the distribution of information and media to a global audience. The interactive nature of Internet marketing, both in terms of providing instant response and eliciting response, is a unique quality of the medium. 

Internet marketing ties together creative and technical aspects of the Internet, including design, development, advertising, and sales. Insurance marketing tools New York include internet marketing methods and strategies encompass a wide range of services including the retirement calculator and many other tools to give you the edge over the competition. Sign up with Retirement Snapshot today and have all these fantastic tools at your disposal.

New York City, which is the largest city in the United States, is known for its history as a gateway for immigration to the United States and its status as a financial, cultural, transportation, and manufacturing center. This history transfers to you as you can join the New York retiree marketing system and use insurance marketing tools New York to make it simple and easy in the city known for opportunity. With this newfound financial freedom take advantage of all New York has to offer.

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Indexed Universal Life

Indexed universal life insurance is a form of permanent life insurance. Permanent life insurance based on a cash value. That is, the policy is established with the insurer where premium payments above the cost of insurance are credited to the cash value. Consumers like the higher return potential of linking cash value growth to equity markets, but some of them did not like the possibility of losing cash value if the market went down. To meet these needs insurance companies developed indexed universal life insurance. That's where Retirement Snapshot's life insurance software steps in using its highly acclaimed life insurance illustration software and shows the client what fits their needs best.

 Indexed universal life insurance shares the coverage and premium flexibility of other universal life policies; however the crediting of interest is unique. Typically, cash values increases are linked to positive changes in a stock market index. If the index is higher at the end of the policy year the interest credited to the cash value may reflect this. So, with indexed universal, if the calculated index is higher at the end of the year the cash value may participate in a percentage of this increase. This all sounds complicated but the insurance marketing resources makes it easy.

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Life Insurance Software New York

When you take advantage of all that Retirement Snapshot has to offer you will also get life insurance software New York. The insurer (the life insurance company) calculates the policy prices with intent to fund claims to be paid and administrative costs, and to make a profit. The cost of insurance is determined using mortality tables calculated by actuaries. Actuaries are professionals who employ actuarial science, which is based in mathematics primarily probability and statistics. What if you looked up all the life insurance software programs New York? The search is over for comprehensive life insurance software that works just use Retirement Snapshot for all your insurance needs.

When you use the included life insurance software New York you don't have to be a mathematician or statistician. Retirement Snapshot proven software does it for you. Things like mortality tables are statistically-based tables showing expected annual mortality rates. It is possible to derive life expectancy estimates from these mortality assumptions. Such estimates can be important in taxation regulation in New York so utilize the life insurance software programs New York.

Life insurance software programs New York exist but none are packaged together and explained in a way that virtually anyone can use right out of the gate and start making money today using a proven and powerful life insurance software New York!

 

Retirement Planning Programs

There are other retirement planning system on the market that will do a decent job at retirement calculations. One of those programs is Money Tree in Tallahassee FL which advertises itself as a total retirement planning system. If all things were equal, you would have to take a look at the price discrepancy between Money Tree Tallahassee FL and the Retirement Snapshot programs.

The Money Tree program is 850 dollars and offers some of the same features as Retirement Snapshot, while Retirement Snapshot program is competitively priced at 675 dollars and it includes insurance marketing resources that are not included with Money Tree Tallahassee FL. So if you are in the market for a total retirement planning system you must take a look at the Retirement Snapshot retirement marketing system. It offers the best in retirement planning software and ensures that all retirement planning resources are included. For your edition of the retirement saving planner 2008 edition, contact Retirement Snapshot. They guarantee it includes the latest in retirement planning resources and is the best of the retirement planning resources available today.

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Annuity Marketing Company New York

An annuity is an insurance contract. An annuity contract is created when an individual gives life insurance company money which may grow on a tax-deferred basis and then can be distributed back to the owner in several ways. This is one of many insurance offered and at Retirement Snapshot we show you how to run an annuity marketing company New York

The defining characteristic of an annuity marketing company New York as in all annuity contracts is the option for a guaranteed distribution of income until the death of the person or persons named in the contract. Perhaps confusingly, the majority of modern annuity customers use annuities only to accumulate funds and to take lump-sum withdrawals without using the guaranteed-income-for-life feature.

New York City is the leading center of banking, finance and communication in the United States and is the location of the New York Stock Exchange, the largest stock exchange in the world by dollar volume. Many of the world's largest corporations are based in the city. This is the perfect economic opportunity to start an annuity marketing company New York.  The life insurance software New York makes it easy to run an annuity marketing company New York and retire wealthy.

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Insurance Marketing Resources

Internet marketing combines creative and technical aspects of the Internet, including design, development, advertising, and sales. Insurance marketing tools include internet marketing methods and strategies encompass a wide range of insurance marketing tools including the insurance selling system and insurance sales system to give you the edge over the competition. Sign up with Retirement Snapshot today and have all these fantastic insurance marketing resources and insurance marketing tools at your disposal.

Insurance marketing tools also includes insurance illustration software, insurance prospecting system, e-Marketing is the marketing of products or services over the Internet using specialized insurance illustration software and other insurance marketing tools. When applied to the subset of website-based advertisement placements, Internet marketing is commonly referred to as Web advertising and Web marketing.

The following products have been created by some of the most astute and successful marketers and have been proven over time to be extremely effective in generating leads and sales. Using the insurance marketing tools and insurance sales tools, these authors have literally helped their clients bring in millions of dollars in sales over the past 2 decades. These authors are the best in the business and have set up a fantastic insurance prospecting system that utilizes the insurance marketing tools such as insurance illustration software and the insurance selling system.

The Internet has brought many unique benefits to insurance marketing resources, one of which being lower costs for the distribution of information and media to a global audience. The interactive nature of Internet marketing, both in terms of providing instant response and eliciting response, is a unique quality of the medium. By reaching the masses with specially designed insurance sales system utilizing the insurance sales tools at your disposal the money you could make is exponential. 

 

New York Financial Software

Our New York financial software is a subclass of computer software that employs the capabilities of a computer directly and thoroughly to a task that the user wishes to perform. This should be contrasted with system software which is involved in integrating a computer's various capabilities, but typically does not directly apply them in the performance of tasks that benefit the user. In this context the New York financial software is a powerful marketing tool with more than enough to take care of someone's finances with ease. Join Retirement Snapshot today and get all the software and tools to make money today!

A simple, if imperfect analogy in the world of software would be the relationship of an electric light bulb (an application) to an electric power generation plant (a system). The power plant merely generates electricity, not itself of any real use until harnessed to an application like the electric light that performs a service that benefits the user. That is how Retirement Snapshot utilizes its New York financial software to give it the edge over any other software available.

New York is the birthplace of many cultural movements, including the Harlem Renaissance in literature and visual art, abstract expressionism also known as the New York School in painting, and hip hop, punk, salsa, and Tin Pan Alley in music. Join the Retirement Snapshot movement today and get powerful New York financial software like the New York retiree marketing system.

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Magnetic Marketing

This product was created by Dan Kennedy, one of the most successful direct marketers of all time. It's proven to be his best seller and has actually sold millions of dollars worth of this product. It's a product that can be used by any type of business and shows how to generate leads for all type of businesses. Using these leads with an agents selling system will get the results you deserve. Try out the cash flow calculator which is part of the cash flow software.

 

Power Points

This is another product created by Dan Kennedy. It essentially provides answers for any marketing and advertising question you have and is the same thing as having Dan at your beck and call whenever a marketing question arises. By taking care of the marketing and lead generation you can focus on the long term care selling system using the long term care software. This is a compilation of over 19 years of marketing experience by one of the most successful marketers in the industry. Using powerful tools from the agents selling system like Power Points or the cash flow calculator can prove very lucrative.

 

Advertising Magic

I consider this product to be the ultimate resource for creating sales letters and other promotional materials that WORK! Brian Keith Voiles, author of this amazing product, is actually called upon by many other marketers to craft direct mail and other campaigns that pull in tons of money. One such campaign is a long term care selling system that uses long term care software and anyone can use it. He's been responsible for creating campaigns that have pulled in millions of dollars. I was personally coached by Brian and know that he is the "real deal". If there is only one resource you could have that shows you how to create effective sales letters, postcards, etc. THIS IS THE ONE TO HAVE. Just look at how effective the cash flow software combined with the cash flow calculators are when used together.

 

Maximum Profit Direct Marketing

This product, authored by Bob Serling, really gets down to the nitty-gritty about succeeding with Direct Marketing. It's a really great product and provides step-by-step details about creating direct marketing campaigns that actually work. A direct marketing campaign that includes a long term care selling system or an agents selling system is a win-win situation. Bob is a direct marketing genius and regularly consults with Major corporations to improve their bottom line. Major corporations like Retirement Snapshot get on board and start your future today using long term care software and the cash flow software.

 

New Business Power Marketing

This is another gem by Bob Serling and what makes this so unique is the fact that Bob Lays out the exact formats he's used to GENERATE LEADS. Generating leads is certainly the most important step in marketing other than teaming up with powerful asset allocation software and Bob shows you how to do it without spending a fortune on direct mail. I love this product and I love the long term care software products as well including the cash flow calculator.

Easy Extra Income with the Retirement Snapshot Referral Program

You can earn very easy additional income by simply referring other advisors and agents to your own customized version of the Retirement Snapshot website. For each referral who purchases the Retirement Snapshot, you'll be automatically credited with a 30% commission. 

It's a snap to start making money today with Retirement Snapshot's retiree marketing system.

Simply click on the affiliate link below and you will be issued your very own affiliate link and back office codes at the e-mail you supplied. This affiliate link essentially provides you with an exact duplicate of this site. You should then register your own unique domain name and redirect it to the link provided after you sign up. The system will keep track of all your commissions and you can even login to your account at any time to check your commissions. 

Retirement Snapshot is easy to sell because it provides value to everyone everywhere. We have one of a kind powerful software like life insurance illustration software, long term care software, cash flow software, financial planning software to name a few.

Login 24 hours a day to check your sales, traffic and account balance. Plus you get full and complete data on every sale and affiliate. Everything is reported immediately.

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Life Insurance Software

Many Americans do not have adequate life insurance coverage and most don't realize how simple and affordable term life insurance is. The life insurance selling system shows people using simple but powerful life insurance software like the life insurance illustration software which make it easy for a person to see exactly what coverage they want and more importantly need.

 

What's the difference between term life insurance and whole life insurance?

The two basic types of life insurance are Term Life Insurance and Whole Life Insurance.  Term Life Insurance allows you to choose the coverage amount and the length of the policy, and Whole or Permanent Life Insurance which usually combines an investment product with life insurance.  When you show the client using the life insurance software it's easy to determine which one pertains to their life. Whole life insurance is expensive, mainly because of the investment aspect, whereas term life insurance is very affordable. The life insurance selling system has all the tools you need to provide your clients with the info they need as fast as possible.

 

In the last few years we've seen the price of term life insurance drop making it very affordable for people to obtain adequate life insurance coverage for their families. Most people choose to take the savings they get from purchasing a term life insurance policy and invest it on their own, rather than having it tied up with an insurance policy. The life insurance illustration software shows people the benefits of having insurance.

Annuity Selling System

An annuity selling system sells an annuity contract, which is a financial product, typically offered by a financial institution that may accumulate value and take a current value and pay it out over a period of years. Annuity marketing uses annuity selling resources and annuity sales software to compile all the data needed for the clients to see what's best for them as quick as possible. These contracts are regulated by various jurisdictions and this has led to the term being focused on different features in different parts of the world.

Affiliate Program Details

30% commissions on each sale, you make 118.50 dollars payout on each 395.00 dollar sale.
Below are the top 10 reasons our software is so successful. We invite you to take our system on a "90 day money back GUARANTEE" basis and see for yourself what the excitement is all about.


1. Ease of Use
Since the Retirement Snapshot is written in Excel, the system is very easy to use and there is virtually no learning curve. Unlike other systems which require a tremendous amount of time-consuming data collection and confusing data input, an entire Retirement Snapshot illustration can be created in as little as 10 - 15 minutes using our exclusive CLIENT DATA collection form. All input cells are clearly defined making it unnecessary to guess what or where to input data, as is the case with most illustration systems today. Online and live support is provided on an as needed basis and free of charge.


2. NASD Compliant (Approved for use by the NASD)

Disclosure/Disclaimer Statement (1-1-07 through 12-31-07) "The Retirement Snapshot Illustration System and the reports contained herein do not make or imply any specific insurance-related, investment-related or tax-related recommendations. Any and all value-base projections are based plainly on mechanical computation derived from the input of collected data. No hypothetical scenarios are utilized to demonstrate negative or positive asset-based returns or losses. No supposition or assumption-based formularies are utilized during the spreadsheet construct. The Retirement Snapshot system does not predict or project investment or asset performance nor does it or its parties infer past performance is in any way indicative of future performance. All insurance-related, investment-related and tax-related recommendations should be presented by properly licensed and certified professionals. The Retirement Snapshot comports with NASD Rule 2210 (d)(1)(D) and adheres to policies contained therein."


3. Seamless Integration of ALL Financial Assets
The Retirement Snapshot software is designed to integrate every asset, income stream and expense that clients own thus painting a complete picture of cash flow and asset growth or decay over a 20-40 year period. Assumptions regarding inflation rates and interest rates can be changed easily to generate different what if scenarios.


4. Allows Annuitization or Withdrawals from ANY/ALL Assets
The Retirement Snapshot software allows you to annuitize or withdraw from any/all assets; making it easy to simulate annuity ladders or even split annuity designs to provide lifetime income streams.
Of course, there are other software systems on the market that demonstrate income producing annuity structures. However, only the Retirement Snapshot allows you to create these illustrations in relation to all other assets! Because income streams are shown in relation to future expenses, a far more accurate, real-time illustration is created.


5. PRICE
The Retirement Snapshot was designed with price in mind. Other illustration software systems (which produce 20+ page reports, are time consuming to create and rarely read by the client) cost 2 to 10 times as much as the Retirement Snapshot. Our program costs just $395.00 and provides a proven, consumer/advisor friendly report guaranteed to increase your business by helping your clients see their financial lifeline for the first time, ever. All sales come with our 90 day Money Back Guarantee.


6. Paints a visual picture (using color) of all assets, cash flows, expenses, income streams, etc.
What really sets this unique software apart is the visual nature of the reports. All income streams are shown in color and with different colors for each spouse. This makes it easy for your clients to see when an income stream, expense, annuitization, withdrawal, etc. begins and ends. In the case of the Retirement Snapshot, a picture is worth a 1,000 words.


7. Clearly demonstrates the need for Life Insurance, Additional Income and/or Long Term Care Insurance

As any negative cash flows are highlighted in the color RED, the ability to solve these cash flow problems by converting to an annuity or other investment is easily demonstrated. In addition, the potential need for additional Life Insurance and/or LTCI is easily demonstrated by reviewing the Retirement Snapshot`s Asset Growth report with your client.


8. Easily create What if Scenarios at Point of Sale!
The Retirement Snapshot allows you to change inflation and interest rates for all investments, income streams, and expenses. Various What If scenarios can be created and demonstrated to your client at the point-of-sale, in minutes!


9. Serves as an EARLY WARNING DETECTION SYSTEM!
Most illustration systems present client data in a one dimensional view: one asset being used for income, one withdrawal being paid from one asset, one investment being annuitized for income. The Retirement Snapshot provides a MULTI DIMENSIONAL view, clearly demonstrating how ALL of your client`s assets interact with each other and clearly identifying where and when income shortfalls will result. Once these income gaps are identified, solutions for your clients and sales opportunities for you can be generated.


10. Complete Sales and Marketing System

The Retirement Snapshot software package can be purchased as a stand alone product or you can purchase these additional marketing modules which include the following sales materials:


• Tri-Color Consumer Brochure which explains the benefits of the Retirement Snapshot illustration system and provides an example in full color. These brochures can be personalized with your own information and be used as seminar handouts, envelope stuffers and general marketing instruments.


• Proven post cards and sales letters (3 in all) to be personalized and used in direct mail campaigns


• Consumer PowerPoint slide presentation to be used in seminars or at point-of-sale. The presentation explains how the Retirement Snapshot system works and why your client should request your assistance in creating a personalized report. Power Point presentations can be personalized with your own information, if desired.

 


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