The New Retirement

Is Your Money Ready?
Five Things to Do Today
Myths, Facts, and Half-Truths

The New Retirement

Retirement is changing... Americans are facing critical challenges and they're looking for guidance — not only to help accumulate assets, but also to help preserve wealth and enhance income for a retirement that could last 30 or more years. This demographic offers an exceptional opportunity for financial professionals.

Emerald has found that response rates are highest when a seminar is offered as a one-evening dinner program, but the best conversion rates and depth of sale occur when a series of educational workshops are offered. The New Retirement dinner seminar will draw more prospects to the advanced, follow-up educational sessions, combining these two winning formats to create the ultimate seminar weapon!

Use the Is Your Money Ready? introductory retirement seminar to disturb and motivate prospects about the challenges they face in preparing for a comfortable retirement. It will motivate them to seek advanced education and meet with the advisor for a one-on-one appointment. The two follow-up educational sessions are titled Five Things to Do Today and Myths, Facts, and Half-Truths.

The Flash presentations are easy to use and take advantage of advanced presentation technology. Each presentation module has its own 20- to 28-page full-color participant workbook.

Clearly, this is a marketing niche and seminar marketing approach that will expand your business, generate more referrals, and launch your practice to a new dimension!

System Components

  • Dinner presentation and 2 follow-up educational modules
  • Each seminar module has 65 to 83 Flash presentation images
  • 3 participant workbooks, ranging from 20 to 28 pages
  • 80-page digital marketing manual
  • 4-page brochure
  • FINRA-reviewed