Introduction Videos:

• Brief Overview (3:59 minutes)
• Not So Brief Video (9:30 minutes)

Email Marketing:

• Pre-Approach E-Mails (6:10)
• Newsletters and Wave Marketing (5:54)
• Constant Client Contact (4:40)
• Electronic Priority Approach (6:20)
• Tablet Technique Apps (4:55)

Newsletters and Brochures:

• Newsletters

  This section provides turn-key newsletters that can be either mailed or e-mailed to clients and/or prospects. Not only can they help create new sales, they can also serve to cement an advisors’ relationship with clients.

• Brochures (2:37 video)

  Over 125 brochures in a vertical tri-fold format that can be used as handouts, flyers, practice brochures as well as mailable newsletters.

Prospecting and Approach:

• Your Website

  The VSA offers crisp, clean and professional advisor sites for all subscribers. The site is turn-key, requires no maintenance and contains a logo or picture of the advisor. It is a great prospecting and self-promotion tool.

• Priority Approach

  The Priority Planning Concept is the simplest, least intrusive and most effective method of approaching personal and business prospects. The section contains field-tested Priority Planning Reviews (PPRs) that can be personalized and used to reveal a prospect\'s most important needs. The new Plans and Priorities is a new e-mail based update tool that captures a client’s future needs with the click of a mouse!

• Referred Lead Generator (2:42 Video)

  The RLG is a prospecting engine that provides names of a current client\'s neighbors. These names can then be used to begin the referred lead process.

• Target Market Lead Generator (3:12 Video)

  The TMLG is a prospecting engine that allows you to target all the doctors, lawyers, florists, etc. in a small city or zip code.

• Newsletters & Wave Marketing

  This section provides turn-key newsletters that can be either mailed or e-mailed to clients and/or prospects. Not only can they help create new sales, they can also serve to cement an advisors’ relationship with clients.

• High Touch LIFE Videos

  LIFE has collected stories of real people who benefited from insurance during a time of great personal and financial need, and turned them into brief essays and videos. These stories are wonderful third-party endorsements and can be sent to your clients/prospects via e-mail for an approach, pre-appointment confirmation or just to show you care.

Calculators and Presentations:

• Fact Finders

  The VSA provides fact finders for virtually all markets…about 40 of them in total for business, estate, personal and disability planning, as well as questionnaires designed for annual planning reviews.

• Concept Pages

  This is one of the most impressive features of the VSA. The section contains over 750 concept pages covering practically every subject in the financial arena. It also includes all current and archived tax tables and mortality tables. Further, the concept pages can be used to create custom and personalized presentations for clients and prospects.

• Calculators

  Included in the VSA are a wide array (100+) of calculators designed to help you determine your client’s needs in a given area. It includes calculators for survivors, retirement, long term care, businesses, estate liquidity, charitable giving, financial planning, as well as many specialty calculators, such as Roth versus traditional IRA, Required Minimum Distributions, 72 (t), etc.

• Presentations

  There are 80 PowerPoint presentations that can be saved to your computer. Seminars can be conducted and interviews can be held without being tied to the Internet. Handouts for all the presentations are also provided.

• Concept Book/Client CD

  This is a technique book is an organized three-ring binder containing concept pages that allow you to quickly and efficiently show your client a given concept. And you will no longer be at the mercy of your memory when trying to do so with a yellow pad...not to mention the wrath of the compliance officer for using a yellow pad!

• Financial Snapshot

  Financial Snapshots are unique, simple and copyrighted need analysis calculators that help identify your clients\' financial needs and priorities. Like photographic snapshots, our Financial Snapshots produce a picture of an instant in time...a financial picture, if you will. However, the financial picture can be saved and updated to reflect your clients\' changing needs and objectives.

Business Organization

• Book on Building a Practice (2:45 Video)

  A complete proven system for developing the critical success habits needed to build and maintain a profitable financial services practice. Includes sales tracks and effective tools for building a basic career.

• Annual Planning Calendar

  The Business Manager (TBM) is an annual planning calendar and business control system. You simply print the contents and then 3-hole punch or spiral bind them to create a week-at-a-glance planner pad. It has been designed specifically for financial advisors to help control their business and time. It is not the only such system available in the industry, but we believe it is the simplest and therefore the most effective.

Training and Motivational

• Video Training Center

  The VSA supports producers regardless of their practice specialty, distribution channel or career stage; consequently, it is, of necessity, a very broad product. The Video Training Center is designed to help you quickly identify the areas of the VSA that will be of most potential benefit to you. It contains a series of brief audio/visuals that can be viewed in any order.

• VSA University

  The VSA University is a series of 26 classes that are sent to you via e-mail weekly. Each lesson consists of a brief video, links to specific content in the VSA and sales ideas associated with that content. In case you want to get ahead of the class, the complete curriculum is located here.

• Sales Ideas (1:41 Video)

  A collection of field-tested sales ideas to help you make immediate sales or conduct sales training sessions.

• Articles and Quotes (2:06 Video)

  A collection of thoughts and encouragement of some of the world's most popular motivational and inspirational people at just a click. A great self-improvement tool and a wonderful resource for speeches, sales meetings and presentations.

Client Building:

• Annual Reviews (5:25 Video)

  Your best prospects are your current clients and the best time to acquire more business is at the annual review. The VSA a provides tools to allow you to conduct professional face to face interviews as well as e-mail reviews.

• Financial Workbook & Worksheets

  Worksheets or a complete book that can be used by prospects and clients to put their financial house in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one. You can print them and use them with your prospects and clients, either as a way to keep in touch or as part of the interview process.

• Client Newsletters

  This section provides turn-key newsletters that can be either mailed or e-mailed to clients and/or prospects. Not only can they help create new sales, they can also serve to cement an advisors’ relationship with clients.

• Life Guides

  Life Guides are a form of checklist or questionnaire, designed to provide clients and prospective clients with information and guidance on a variety of life events, all with financial implications. In addition to providing them to individuals, they can be provided to affinity groups. For example, you could provide a copy of the Teaching Kids About Money Life Guide to members of a local PTO/PTA.

Advanced Markets/Reference:

• Tools and Techniques Books

  National Underwriter\'s definitive how-to series on a variety of financial, investment and planning topics. If purchased in book form, this resource would cost hundreds of dollars!

• Tax Information (2:55 Video)

  This section contains printable answers to common tax questions about life and health insurance and annuities with links to and a road map of the entire US Tax Code.

• Specimen Documents (2:13 Video)

  Nearly 100 specimen documents designed to help the client and his/her attorney get started on drafting supporting documents from complex trusts to business agreements.

• Virtual Underwriter (1:31 Video)

  This provides you with access to client screening questionnaires, background information on medical conditions, explanations of common medical tests, and advice on how to successfully handle declined applicants.

• CE Courses

  A library of e-learning CE courses from The National Underwriter. These courses are free for your learning purposes. If you elect to use them for CE credits, the grading and filing fee is just !

Other Resources:

• Investor Information

  This area is designed to help consumers and businesses resolve legal issues. There are thousands of state specific government documents and forms, as well as a wide variety of legal FAQs, many of which are available in RealAudio and Windows Media formats.

• Life Events & Financial Decisions

  This area is designed to help consumers and businesses resolve legal issues. There are thousands of state specific government documents and forms, as well as a wide variety of legal FAQs, many of which are available in RealAudio and Windows Media formats.

• Virtual Advisor

  A twice monthly publication for current and past subscribers to the The Virtual Assistant (VSA), providing ideas and executive summaries of events that affect you.

• Resource Center

  This area is designed to help consumers and businesses resolve legal issues. There are thousands of state specific government documents and forms, as well as a wide variety of legal FAQs, many of which are available in RealAudio and Windows Media formats.