"If I wanted to start with some simple, easy marketing, where would I start?"

• Make a list of your last five high quality clients.
• Next to each one's name, write down where you got them.
• Take an hour, and get a plan to do whatever it takes to get five more clients from those sources.
• Each day, write down the most interesting question that was asked during your client meetings with ideal clients. Just make a habit of writing it down after the meeting is over.
• Each month, look at the list and pick one question. Then write it up in a two paragraph email newsletter and send to all your clients and prospects.

• It can be difficult to be a prophet in your own land, so it's helpful to promote a respected higher authority

• Promote Nick Murray as much as possible to your clients, as he espouses the same philosophies as you do thus enhancing your credibility. 

• Pro-tip: invoke Warren Buffet as well.

This is one of the most exciting things about our system, at least in regards to the day-to-day process of writing new business.

1. Collect the data from your client using our Clients Worksheet.
2. Use one of our pre-made templates in DocuSign for whatever app type you're doing (IRA, 529, VA, B/D, Advisory, etc - we have over 60 templates).
3. Copy your client's information from you Clients Worksheet to the Docsign template.
4. The client signs the DocuSign.
5. You sign the Docusing, and you're DONE!
6. The completed DocuSign will automatically be sent to New Business and they will check it, and they will enter it into the trade blotter for you, and they will forward it to the fund family.

You don't need to maintain a trade blotter or send the documents to the fund family - all that is taken care of for you!

According to a PriceWaterHouse study, the tax deferral benefit of variable annuities make up for their higher annual expense when held for longer than X years?

1. 2 years
2. 5 years
3. 7 years
4. 10 years
5. 14 years
6. 20 years

Answer = 2