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ON DEMAND LEAD GENERATION & MARKETING & associates www.unkefer.net

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Page 1: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

ON DEMANDLEAD GENERATION & MARKETING

& associateswww.unkefer.net

Page 2: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

& associates

www.unkefer.net

Page 3: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net

Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new opportunities that have proven to drive new prospects to your practice. Continuous marketing is the first step in building consistently increasing revenues and a hallmark of every top producer we serve.

Avoid the common mistakes and take advantage of our detailed research. As we work together, our team will be able to help match your personality and practice to proven approaches that play to your strengths so that you may maximize your results.

ThE MOsT succEssfuL LEAD GENERATION REsOuRcEs IN ThE NATION.

Page 4: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

ThE fAcE-TO-fAcE PRODucTION MAchINE

www.unkefer.net& associates

Page 5: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net

sTART WhERE OThER sYsTEMs END!The goal of every lead system is a face-to -face meeting with a new client. This system begins with a face-to-face meeting! This campaign is based on a unique mailer. For best results, mail 5,000 pieces.

hEAR IT ALL!All response calls are archived on your personal web account so you can listen to each and every appointment. Appointments are set based on what you are looking for. You will choose the minimum investible assets for prequalifying the prospect.

LET NOThING sLIP BY!We have found that these clients are less likely to attend a seminar or workshop. They prefer the personal approach. This opens a new client base to you. You will even receive a list of every call-in including those who have less than the minimum investable assets to qualify for the face-to-face meeting. Use these opportunities to fill in the gaps in your schedule. Don’t let anything slip by.

MAKE ThE sALE!Expect between 10-15 appointments and average sales over $200,000. These folks will definitely have money because the purpose of the meeting is to see if you can help them position their finances for greater success in the future.

Page 6: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net& associates

Page 7: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

ThE hIGh-QuALITY PROsPEcT LIsTIntensely scrubbed and constantly updated lists bring better results. By cross referencing bi-weekly between the leading list sources in the nation, we connect you to the best. Our program targets higher quality prospects to attend your event which yields higher appointment ratios.

MEssAGEs ThAT REsONATEOur proven messaging is current and relevant to today’s economy. Stop relying on stale messaging and move into high impact marketing that draws from the concerns people have right now. Then, watch your workshop fill up!

PROTEcT YOuR MARKETThrough proper coordination, your event will be free from identical competition.

cONTENTWe have several highly successful and winning workshops (including handouts) you can choose from. Instant training is available whenever you are ready. Just ask!

www.unkefer.net

Seminars NOW!

Page 8: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net

Page 9: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

401 (K) MAGIcThere are trillions of dollars in 401(k) accounts throughout the nation. Get in front of an untapped market of people aged 40-55, with incomes of over 100k and own their own houses. These people have income and assets and want to create a legacy and financial stability for themselves and their children.

This may be the perfect supplement to your workshops and other marketing activities.

www.unkefer.net

401 (k)MAGIC

Page 10: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net

Page 11: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

AN AMAZING MARKET!Each day, nearly 10,000 people become eligible for Social Security benefits and what they don’t know will hurt them. Strategically pull responses from people between the age of 60 and 66. This is the perfect client base ready to learn about eliminating volatility, keeping more of their benefits and planning their future retirement income. Tap into this opportunity with minimal effort.

There are many more opportunities and exclusive niche marketing game changers we can connect you with. contact our Business Development Team for more information.

www.unkefer.net

Page 12: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

ROTh IRA cONVERsIONOur exclusively created mailers drive people to the ROTH IRA opportunity to explore if it is advantageous to make the leap into a tax-free world. Clients responding to this piece have substantial assets in qualified money and typically earn high incomes. They are motivated to find a legal way to reduce their current and future tax exposure.

www.unkefer.net

WORKshOP READYCombine this with our ROTH IRA workshop and one-of-a-kind conversion calculator and you are well on your way to lucrative large transactions.

GO ONE-ON-ONEAdvisors using these professionally written and designed advertising pieces have loaded their practice with new prospects who are ready to get out of the excessive tax environment and jump into a tax-free universe. Our newspaper and direct mail ads even include a designs for one-on-one appointments!

Page 13: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net

fINAL EXPENsEBuild a big data base! Innovative producers have made the move to this high response approach that allows you to rapidly build a data base. Think of this business as a lead generation program that pays for itself. This is great for covering a basic need everyone has, establish the relationship and then go deeper to find other problems you can solve. If you are trying to build your agency with a junior agent, use this to get the ball rolling.

Page 14: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

TAXES ARE GOING UP!

YOU MAY ELIMINATE FEDERAL INCOME TAXES!

YOUR HARD EARNED RETIREMENT DOLLARS MAY BE EXPOSED TO RISING TAXES!

BY SELECTING THE RIGHT FINANCIAL PRODUCT AND STRATEGICALLY POSITIONING YOUR MONEY,YOUR HARD EARNED RETIREMENT DOLLARS

MAY BE EXPOSED TO RISING TAXES!

(123) 456-7890 ― WWW.COMPANYWEBSITE.COMCALL OR CLICK TODAY FOR A CONFIDENTIAL PLANNING SESSION!

YOUR LOGO HERE

www.unkefer.net

Page 15: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net

sINGLE PREMIuM LIfE• Do you think tax payers are fed up?

• Are investors tired of volatility?

• Or are they worn out on low growth?

• Are people concerned about covering the high costs of Long Term Care, Critical Illness, etc?

This mailer may just be the ticket for you!

Page 16: LEAD GENERATION & MARKETING - Unkefer & Associates · 2020-03-09 · Our firm consults with the most successful lead generation resources in the nation. Each month, we evaluate new

www.unkefer.net