Quick Financial Hits 01.22.20

Quick hits today:

  • Secure Act is here – are you marketing with this HOT Topic!?
  • Notes on Don that’s running our training February 9-11. There are a few spots still left if you are interested!

 

SECURE Act – Here are a few topics to add to your next presentation or Radio show:

Topics that are commonly discussed include:

  • How the new Required Minimum Distribution age may impact you.
  • Stretch IRA’s are no longer an option, are there any alternatives?
  • There are 29 new provisions to help you gain access to tax-advantaged accounts and avoid outliving your money, do you know what they are?
  • Should you revisit your Trusts or Estate Plan due to the changes brought on by the SECURE Act?
  • Will your heirs see a tax increase?
  • How and why annuities are being added to employer-sponsored 401(k) plans.
  • Why many of the SECURE Act rule changes require proactive planning.

SECURE Act mail invitation – We have a LOT of presentation content for you if you’d like to see it, let me know.

 

DIY Social Media to fill your events:

Don wrote 23 million in FIAs in 2019 simply by doing his own digital marketing (via Facebook, Linked In, YouTube, SCO) to fill up seminars and make appointments.

 

Quick Tips from Don:

  • Stop filling the funnel up and start scraping the sides of that funnel to push people you already paid for to enter it.
  • If you’ve been marketing for a while you already have a list. Stop paying mailhouses for the list you already have and market directly to them!

 

The problems Don will help you solve if you attend www.theedge.com :

  1. Are you sick of paying 3rd party digital marketing companies to try to fill your seminars?
  2. Is the quality of attendees lacking?
  3. Do more than 50% fall off from the time they register for the appointment and the actual seminar?
  4. Would it be beneficial just to bring this type of marketing in house??  Is certainly cheaper.

Below is one example of how he is targeting specific groups in his area:

Have a great week!