888.758.7305 info@firstannuity.net

Financial Fraud Education & Prevention

Client Duplication System

Financial Fraud logo

LEARN HOW EASY IT IS TO CLONE YOUR CLIENT BASE!

INTRODUCING FIRST ANNUITY’S CLIENT DUPLICATION SYSTEM – FINANCIAL FRAUD

A turn-key system that will help you strengthen, expand, and duplicate your current book of business!

 

The process is simple! You’ll invite your existing clients to a dinner event where you’ll help educate and inform them about the most common types of financial fraud – an important issue that’s causing headaches for millions of Americans. But most importantly, they will invite their friends, family, and associates to the event! Now, you’re able to introduce yourself in a comfortable and no-pressure environment – and with your clients’ endorsement of your services and expertise.

Agents and advisors know that It’s not easy in this day in age to meet with new clients, where people are very guarded and mistrusting (and rightfully so) when it comes to matters of finance. With Financial Fraud events, you’re already your clients’ trusted retirement specialist, and their guests will feel right at ease with you as you help educate them about the steps they can take to protect themselves from financial risk. With the protection plan offer you’ll extend that’s backed by Experian®, an appointment with you is a logical next step! Your prospects will understand immediately how valuable it will be to work with you as their own trusted advisor!

Ask your First Annuity Advisor Consultant how you can put this system to work in your business today, call 888.758.7305.

PROTECTION PLANS

First Annuity has partnered with the global credit monitoring giant, Experian®, to secure 1-year memberships to a personal credit monitoring service called ProtectMyID. Memberships include an early warning Surveillance Alert™, so your clients will know exactly when another person is using their identity. And with the plan’s personalized identity theft resolution, they’ll be able to steer clear of any lasting damage. Through First Annuity’s partnership with Experian®, reduced plan prices are available.

PROGRAM RESOURCES

First Annuity has provided everything an agent needs to implement our client duplication system. Program resources include: an invitation letter to your clients;  guest invitation flyer about your Financial Fraud Education & Prevention class with a link to a personalized web landing page that features a customized white board explainer video; and a workbook for each attendee that is highly interactive, using a fill-in-the-blank process to guide them through the discussion.

Talk with your Advisor Consultant today! 888.758.7305