Integrity Marketing

Educating Referral Sources

Would your practice benefit from

• More qualified referrals from
• Professional advisers who value your service?

Of course it would! Even if you already have a solid referral base, you know that you could boost your profitability if more, well-educated financial advisers sent more, well-qualified referrals more frequently.

Now is the time to implement a proven referral-marketing strategy to accomplish those goals! Why now? The sooner you start this program,  the sooner you will see results! AND because you can save $100 off the cost of  our Five Days to Profitable Referrals program if you order before midnight Tuesday, February 28th!

Five Days to Profitable Referrals is a referral-education program designed around the study-group format, presented in five sessions -- you may choose to present them all in one week for a local agency, or one per month for five months with a hand-selected group. Or
use this five-part series as a springboard to launch an ongoing group.

Throughout the five sessions, you will not only cover key estate planning issues -- but you also will be introducing the concept of  Lifecycle Marketing, which is a common-sense approach to reaching prospective clients with services appropriate for their life stage.  Lifecycle Marketing recognizes that estate planning needs are driven by more than an individual's net worth. Show advisers how estate planning needs change and develop as clients move  through the various stages (or cycles) of their lives. Teach them how to recognize those key "transition" times when clients are most open to moving forward with various levels of planning.

Here is an overview of the Five-Day Workshop Series:

GOALS:

• To provide financial professionals with a foundation of knowledge
• to help them better serve their clients and enhance their profitability

Toward that end, the five-part program focuses on

• Estate planning issues facing all clients
• Special issues confronting business owners, and
• The special estate planning needs of highly affluent clients.

Additionally, you will address specific sales issues regarding estate planning, including:

• Fact finders
• Conversation openers
• Building trust and establishing relationships
• The financial professional’s role on the estate planning team
• Overcoming price objections
• Post-sale strategies

FORMAT:

• Each session includes up to ten participants
• Approximately 20 minutes of presentation
• Short break
• 20 to 30 minutes of sales & marketing discussion, including review of case studies.

To learn more about this turn-key program, visit our website at http://www.IMSLegalMarketing.com/5_days.htm.

Make this the year that life gets easier ... and your practice becomes more profitable and enjoyable. Why wait? Now is the time to order.  Save money and start making more money -- NOW.

Jump Start Your 2006 Marketing

Special Offer!
Spring Kick-Off Pricing PLUS
Save MORE with the SUCCESS INSURANCE Package

SAVE $100! on
FIVE DAYS TO PROFITABLE REFERRALS
Referral-Based marketing campaign
Save now through February 28!

Use this turn-key campaign to develop professional referrals by educating advisers on the issues of estate planning – beyond federal estate taxes – and generate a higher volume of highly-qualified referrals. This comprehensive education-based marketing campaign will differentiate you in the marketplace, enhance your professional image, and help you go beyond casual, infrequent referrals to building true partnership alliances.

Five Days to Profitable Referrals is an educational marketing campaign built around an interactive, five-part study course for financial advisers. Suitable for insurance professionals, financial planners, investment advisors or accountants, the program includes

• Five professionally-designed, fully-scripted Power Point presentations for the lecture-portion of each study session;
• Success Guide, a step-by-step implementation guide that includes advice on how to conduct each session to build rapport, facilitate interaction, and develop key referrals; and
• Promotions Guide, complete with sample letters, invitations and follow-up advice to continue your momentum even after the fifth study session.

Note -- Your CD includes EVERYTHING needed to implement this program -- sample letters, e-mail announcements, and telephone scripts. We even walk you through the process of creating a marketing plan, and give you the worksheets and reporting forms to track your progress. But we don't stop there. We give you the vital aids to keep the momentum going -- even AFTER the workshop series is complete. Click here to learn more about this plug-n-play Marketing Campaign.

Order Now Through Feb. 28 and Save $100
HURRY! LIMITED TIME OFFER -- $595

SAVE MORE WITH SUCCESS INSURANCE
You want to generate more profitable revenue in 2006, and the Five Days to Profitable Referrals campaign is a great start. Make the most of your marketing dollars now and add SUCCESS INSURANCE! This package includes additional savings on the Ten-Day Online Course: Building Profitable Referrals AND our newest seminar marketing presentation, Top Ten Fatal Estate Planning Mistakes. Choose to add either, or both and turbo-charge your 2006 marketing!

TOP TEN FATAL ESTATE PLANNING MISTAKES
Downloadable Power Point® Workshop
Regular Price: $175
SUCCESS INSURANCE Package Price: $150

Add this powerful workshop to your FIVE DAYS presentation and show advisers how to recognize some of the "most popular" mistakes made by people at all levels, including business owners and the mass affluent as well as the highly affluent. Once they see this program, advisers will want you to present it to their clients at private workshops, client appreciation dinners and special events. Includes a Speaker's Guide to Audience Participation.

BUILDING PROFITABLE REFERRALS
Ten-Day Online Course
Regular Price: $149
SUCCESS INSURANCE Package Price: $125

Participating in this online course is a GREAT FOUNDATION to ensure your FIVE DAYS TO PROFITABLE REFERRALS is targeted to the PROPER referral audience, is well-received by your audience, and avoids the WASTED time of TALKING TO THE WRONG PEOPLE with the WRONG MESSAGE.

BUY SUCCESS INSURANCE NOW

February Newsletter Online

Click Here to view our February Quill & Column marketing newsletter online now at our website.

Topics Include:

• Integrity Marketing Gets Site Up In "Amazingly Short Time"
• Fees Are Just One Part of the Marketing Mix, Focus on Lifetime Value
• Do Newsletters Really Matter?
• Integrity Marketing To Offer Clients More Marketing Power at No Additional Cost!
• 2005 Estate Planning Strategies Survey Results Published in Lawyers' Weekly USA