Testimonials
Bruce,
Thank you for your assistance.
I purchased the InsuranceHelpCenters website and service on Tuesday.
I followed the email marketing idea and sent out an emailed my website and book offer to about a 100 of my client/prospect emails.
Next day, Wednesday, received three responses and leads that came to my email.
One of the responses asked where her non-profit could put their $200,000 reserve funds.
Called the other two to give them the link to the book and talked about their other requests. Both have made appointments to discuss their requests.
Will be emailing the rest of my lists for sure and following up on some of the other marketing ideas since this one worked so good initially.
Best regards,
Stan J. Kawczynski
Kawczynski & Associates
An Insurance & Retirement Planning Co.
1400 Coleman Ave., Suite F16
Santa Clara, CA 95050
1123 Kansas Avenue
Modesto, CA 95351
www.ka.insurancehelpcenters.com
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Bruce,
Just wanted to send you a note to let you know a success story using your book for marketing:
We mailed an abridged version of your book to 65 of our clients. Included with this was a letter
explaining that we thought they would find the book interesting. We asked them, if they liked the book,
to give us the names of three people they cared about that we could send the book to. WE GOT 15 REFERRALS!
Almost 25% response. Beats the heck out of the usual 1% - 2% response to other mail marketing!
We have sent the fifteen books out with a cover letter, explaining that they are being sent at the request of
First name, last name of the referrer. We will follow up with phone calls to these folks, asking for an appointment.
Maybe you’d like to share this with others who have bought your book?
Ray Hinnant for
Gerald B. Hanifan, Jr.
Estate Planning Center
Hi Bruce,
I have had clients give out 9 booklets and 4 people called me to chat and set up appointments. They haven’t read the booklet, just the title intrigued them and they were already looking for an advisor.
One appointment I closed and the three others were not a suitable fit for my practice, although in past years I would have accepted that business, so I consider those all wins.
I have used it as part of a new client kit for referred prospects and the title is intriguing to them. I am focused on finding the right clients for my business and you have given me a great tool.
I give 3 booklets to clients now...1 for their use and 2 for referrals.
Aldo Adriaan
Adriaan Financial Associates
Registered Representative
Securities offered through Sigma Financial Corporation
Bruce
You helped me set up a website to capture leads in only 8 minutes! It's totally cool!
I'd purchased a website package recently but building it out is a slow learning process. Now I have a site that is more than a hum-drum electronic business card. The site you helped me create in only 8 minutes has an irresistible offer and a call to action. I can use it as a stand-alone to offer your book immediately and link to it from my other site to make it a lead-grabber, too.
Thanks, Bruce!
Ric Cochran
601 953 3383
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Dear Bruce,
Congratulations on the success that you are fostering through all of the agents who have taken advantage of your amazing Insurance Help Centers.com websites. I know of no simpler or lower cost way for agents to participate in the huge wave of warm leads now available, and continuing to increase, over the Internet. I firmly believe that whether you are a new agent or a seasoned successful producer, if you are not re-orienting your marketing strategies to take advantage of this fundamental shift in how consumers shop for insurance, you won’t be producing much longer! And your unique and innovative Insurance Help Centers approach makes it a no-brainer for every agent to do so.
Good luck on your continued success; and with your insightful assistance, I know I’ll be receiving more than my share!
Scott A.Graham
President
GRACO Financial
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Marketing tips using Insurance Help Centers websites and service
Always put a label on the back cover & the inside front cover with your vital information, including the website
‘We mailed an abridged version of your book to 65 of our clients. Included with this was a letter
explaining that we thought they would find the book interesting. We asked them, if they liked the book,
to give us the names of three people they cared about that we could send the book to. WE GOT 15 REFERRALS!
Almost 25% response. Beats the heck out of the usual 1% - 2% response to other mail marketing!
We have sent the fifteen books out with a cover letter, explaining that they are being sent at the request of First name, last name of the referrer. We will follow up with phone calls to these folks, asking for an appointment.’
An agent using the following marketing idea gave out nine books to three clients and received four phone calls from prospects. The agent turned the phone calls into four appointments. That is a 44% response.
“I want to thank you for your business in 2009, (or I am look forward in helping you in 2010). I know you are concerned about your retirement or are preparing for retirement. In these difficult times, I believe investor education is important. I want to give/send you a reprint from a book written by a bestselling financial author and consumer advocate on investor education. In fact, I want to give/send you three copies of this reprint. Keep one for yourself and give the other two to “people you care about”. In fact, on the back cover there is information on how to get the full edition of this bestselling book for free. It sells at Amazon & all books stores for $19.95.” Your client will give the booklet to friends, family, or co-workers. Your label will direct them to your website or they will call for the free book.
‘I invited 12 clients to a golf outing (or dinner, or other event) and asked each client to bring a friend. When I spoke to each client individually, I gave the client the full edition of the book. I gave the client’s friend the abridged edition of the book. When the friend saw the full edition of the book, they wanted to know how they can get a copy. Tell them that you only give the full edition to clients; but you would be glad to give the friend the e-book, or if the friend would set up an appointment, you would be glad to give them a paperback copy of the full edition ($19.95 value. Your cost is only $10.00, 50% discount).
An agent sent the following email to his clients. He received a 10% response in six weeks.
“Dear client/prospect,
Wow! It is hard to believe that it is 2010. Financial gurus, economists, analysts and government officials have not been able to agree on the state of the economy.
Certainly we all know how the rising costs of fuel, food, and other goods have affected us.
I believe that education is one of the best ways to build a solid financial future. We are now offering Bruce Sankin’s best selling financial and retirement planning book “What All Stock and Mutual Fund Investors Should Know!”($19.95 retail value!) FREE. Visit www. (Your website) to obtain your free copy.
Please contact us with any questions you may have on your insurance and investments or to learn about the latest investment products. Find out if you qualify for the new higher interest rates on fixed annuities.”
Good luck,
· Get book holders at Office Depot, Staples, etc.
· Put the books at retail stores in holder. Try to put the books near the cash register. The area around the cash register is prime real estate for impulse items.
· Best idea from a client: a client told me he asked the owner of a car wash if he can leave the books in a holder next to the cash register. The owner said ‘that area generates revenue for me. I won’t put something there that I can’t make money from’. My client said “I will give you the books for free, and you can charge fifty cents to $1.00. You can keep all of it”. The owner was thrilled! A car wash gets between 50 – 300 cars a week!
· Businesses that have 401k plans for their employees must meet the Department of Labor (DOL) Erisca’s 404c requirements.
· What is ‘strongly suggested’ by the DOL is the employer giving every employee ‘investor educational material’. This abridged edition book is ‘investor educational material’.
· This reduces the employer’s ‘fiduciary risk’ in case of a dispute in the future with an employee.
· Approach the employer with the statement “ if you allow my company to manage your 401k plan, in addition to the services we will provide, we will give every employee an independent, unbiased, ‘investor educational material’ written by a bestselling consumer advocate on investor education’. This will reduce your fiduciary risk and strengthen your position in case of a dispute in the future. It will show that you go out of your way to help educate your employees’.
· If the employer says no, ask if you can put a few books in the lunch room or lounge.
· Go to hospitals and leave the book in waiting rooms, cafeterias, doctors and nurses lounges.
· Go after 403b business! Put the books in all schools, colleges, and universities in the teacher’s lounge.
10- Create a new business card. Make the size of the business card larger than a regular business card. Put your website address on the card. On the top of the card or the back of the card write " COME TO MY WEBSITE FOR A FREE RETIREMENT PLANNING BOOK!'
11-Create Google Ad Words. Contact Google and ask them to help you set up a Google Ad Word account. Use the following ad on Google "Need More Money to Retire, Free Best Selling Financial & Retirement Planning Book. $20 Value" The key words and phrases are: Retirement planning, retirement help, retirement planning help, annuities, 401k help. Google will also help you with key words and phrases.
12- Direct mail postcard or ad that will bring prospects to your Insurance Help Centers website. Contact Dick Hinderer, Main Street Powermail ,www.mspowermail.com. Telephone #: 317 758-7920. They will create the following postcard and mail them to your city, county, zip code, or other filtering requirements:
