Consider, a personalized client information booklet is one of the best ways for you to create instant credibility and trust… and generate a constant stream of the highest quality Annuity and Life Insurance sales leads. You're now an author. You've set yourself apart from the crowd. You've established yourself as an expert, an advisor, instead of just another sales person

Give A Booklet To Every Prospect Who Visits Your Office
Before you start your initial interview, give your booklet to the prospect. Nothing will build your credibility and trust quicker, and make your presentation as effective as positioning yourself as an expert and an author before you start talking about their financial concerns.

Send A Booklet To Your Current Clients
Send the booklet to clients and then call in 7-10 days. Ask them if they got it. Regardless of their response, tell them you have a few extra copies and ask them who they would like you to send a copy to.

"Hi, Bob? This is John. Did you get the copy of my booklet I sent you? You are a very good client and we've done business together for years. I have a few copies of booklets left over from a recent printing. I thought I'd offer to send them out as a gift to any friends or associates you think might value some good financial information. Who would you like to get a copy?

Every quarter, send one of the booklets to your clients using the same approach above. This is the kind of value-added, unexpected service that clients desire and that most advisors do not supply.

Send the Booklet to Referral Leads
If you follow our referred lead system you'll be sending lots of letters to these people. When you do, include your booklets with your letter.

When you follow up, they'll be more receptive to seeing you, rather than saying, "I already have an advisor."

Give Your Booklet Out at Seminars
If you're doing annuity or life insurance seminars, a great way to solidify your position as an expert and not just another salesperson is using your booklets.

People love to hear authors speak. Just writing on your invitation "Your presenter is John Doe, author of "Worry Free Retirement", "Living Debt Free and Truly Wealthy" and "10 Secrets Your Banker Doesn't Want You To Know" will increase your attendance.

Give the copies out at the beginning of the seminar as people come in. People will be impressed and be more open and accepting of your presentation (and more likely to make an appointment).

Although many of the people will make appointments with you at the seminar, you will get even more appointments when you follow up with the other attendees using this script:

"Mrs. Jones? This is John Doe. You attended my seminar this last month at No Name restaurant. Thanks for coming. I was curious if you read either of the booklets we passed out on…."

Use Your Information Booklet To Get Speaking Engagements
Want to teach a class at the local university? Want to speak before a group? They'll invite you to speak if you're an author. Send a copy of your booklets with your cover letter. It gives you the instant credibility to open the door. (Sample letter)

Use In To Get Corporate Seminars
Would you like to give retirement seminars in corporations? They don't hire just any advisor in town. They would like to hire an author. Use your booklets to set yourself apart. Try the letter at Exhibit B after you've contacted the correct human resource person.

Your ultimate goal, of course, is the company's 401(k) business, pension money, in addition to those individual rollovers. (Sample letter)

Use it to Get Interviewed in the newspaper
Want to write an article in the local newspaper or get interviewed? Send the business editor of your local newspapers a copy of your book let with a copy of the press release in (Sample Press Release). Let them know you're an author and the press will want to speak to you.

Use It to Get a Radio or TV Show
Contact the program director at the local cable TV show or local radio stations. Send
them a letter regarding your availability and enclose a copy of your booklet. Many cable TV
stations are hungry for programming, so you should hit pay dirt easily. Then, when you do
seminars or any other publicity, you can add 'Author of (name of booklet).'

Post a Flyer (Sample flyer)
Use a flyer to advertise your book to a targeted audience. It costs nothing to post flyers where qualified seniors might see them:

• Bulletin boards in the supermarket or drug store or senior center
  
• Put a stack of flyers or booklets in your doctor's waiting room
  
• Leave a stack of flyers or booklets in the bank or anywhere that has significant senior traffic