Sales & Marketing ....by Producers for Producers
Today's advisors require innovative and timely sales & marketing support, and access to marketing and other systems to make your practice more effective in meeting the needs of your client. ISN also combines state of the art technology, online quote and application tools and integrated back-office support. We work with advisors in all client markets, and dedicate our efforts to making your insurance or investment management practice one that earns new revenues with integrated insurance planning.
Our advisors are insurance and financial planning experts. They focus on their core business, because we're there to offer the added expertise with access to "best of breed" and competitive products offered by highly rated carriers.
After you've had a chance to review our considerable resources - email us or call (800) 338-1892 option #1. We're here to help!
SALES TRAINING - Our support can be as simple as using the "real-time" resources of our Marketing Team during client reviews and case design, and can be as comprehensive as providing you with needs based sales concepts and our "question based" selling system training. We offer producer workshops (see below) and also provide webinars, and dedicated and customized on-site sales training for our producer partner agencies and firms.
Every client opportunity is unique, and every advisor deserves a solution that meets client needs while making the advisor-client relationship a stronger one within the context of your practice.
MARKETING SYSTEMS - ISN's marketing systems change over time to keep current with marketing tactics and strategies that are effective today. The list below is a partial one; we always encourage you to email us to learn more.
| SuperAgentTools | As us about this robust suite of agent tools that includes a free CRM, product search, illustration and calculator tools.
| Social Security & Other seminars | - Our advisors have had success using our proprietary presentations and their own 3rd party email campaigns to invite potential clients to seminars discussing Social Security benefits and timing and other timely topics.
| Tax Return Reviews | For a nominal one time or monthly fee, our Tax Return Review program gives you over 100 ways to uncover insurance and other sales opportunities and solutions to possible client tax issues and problems.
| CPA3 | Looking to work with CPAs? Our CPA3 program provides the framework for you to consider building your practice by identifying potential CPA referrals and partnerships.
| Client Newsletters | Let us give you access to a "turn-key" e-mail newsletter program. It's the best way to generate new prospects and referrals and increase relationships and write new business with current clients.
....there's more - - check back often! We're always updating our producer resources.
CONFERENCES - ISN has national producer meetings, presents at agency, 403(b), broker-dealer and RIA conferences, and conducts Income Builder Workshops throughout the year. This unique, interesting and highly effective advisor workshop has received high marks and testimonials from attendees.
Looking for dedicated and customized training for your group? Ask us - we have multiple session formats that include "Lunch 'n Learn" sessions, or we'll integrate our training sessions into your local, regional or national meetings(s).
POLICY ANALYSIS & REVIEW - "PAR" - PAR is clearly the most effective stand-alone tool to generate new prospects and uncover new life sales opportunities. Most reviews of older under-performing or lapsing life policies reveal cash values and a potential replacement that reduces or eliminates premiums and gives clients peace of mind with life benefit guarantees.
RETIREMENT INCOME PLANNING - Help your clients use correlated annuity options to provide guaranteed income now and later, and also provide leverage and protection against the risk of long term care. We'll help you construct a layered approach to wealth building, income and protection.