Testimonials

Bruce - Your  best selling books have generated so much activity for me and the rest of our office, that it leaves little time to write you this thank you.  So here I am at 4 am. doing what I should have done last month.  I would like to thank you for first for writing the book,  What a brilliant marketing tool.  Then combining it with the 'Financial Helpcenter' web site, makes this one of the most unique Annuity and Life marketing strategies available today.  My only reluctance, is telling too many people how good this is, because I would prefer to have the whole state of Florida for myself.  However, so many of my PBS associates, here in Florida have seen the excitement generated by the book, that they are jumping on board.  Your continued input, support and personal involvement in making this program fly, has been invaluable.  Add to this, the ability to have personal dialogue with ' The Best Selling Author ' himself  --- I am still speechless.  It has been a long journey, but I feel that we are finally starting to click on all cylinders.  Every day I am finding new ways to utilize the book, which have  generated leads for IRA and  Income Planning, that I am sure will lead to more Life and Annuity sales.  With the help of my brilliant partners at PBS, in helping develop our web site, for Atlantic Asset Advisory Group, and then incorporating 'Financial Helpcenters' on our Home Page, we have taken your program to a new level.  I have closed a $300,000 case that will pay to keep this program going for the next 50 years.  I am also working on three more cases, that were generated as a result of the web site and the book.  We are just scratching the surface.  We have added three new associates to our agency to help accommodate the additional prospects.  Feel free to share my success, as a result of utilizing  your program, and have then view our web site - www.atlanticaag.com , to show how PBS and their innovative marketing team have linked it all together.  I would be more than happy to speak to anyone, should they have any questions.  - Karl Wolf

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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  

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 Bruce,

Handed out 15 books to clients and good friends. 

The first three clients I followed up with gave me a total of 7 referrals.

Thanks for your help,  Chris Keefe

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Bruce - I have had clients give out 9 booklets and 4 people called me about the book and set up appointments. That is a 44% response!

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 and I have been busy with serving referrals and doing more customer reviews as clients are nervous in this market.

I gave Grace Rudawski 20 booklets initially and she actually had someone come back and ask questions out of the book, and that led to some business , and she said her people like them and I gave her 100 more for use at her seminars in the Polish church community she serves.

My monthly newsletters, new website and your book offer, provide me with enough credibility to close the business I get. I am focused on finding the right clients for my business and

you have given me a great tool. You have a great weekend too!

Aldo Adriaan
Adriaan Financial Associates
Registered Representative
Securities offered through Sigma Financial Corporation
Cell: 408-205-0146 Web: www.aldoadriaan.com
Member FINRA/SIPC

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August 13, 2008

I am a member of the NAIFA Communications Committee. Several months ago we discussed a possible member benefit from Financial Help Centers. 

It has come to my attention that Mr. Bruce Sankin and or associates of Financial Help Centers have contacted you regarding the same program. I wanted to let you know that I recently started using the program (visit www.retirementcouncil.com and click the featured item “What all stock and mutual fund investors should know!” to see how the system works.)  There are several different ways you can utilize the electronic and print publications to generate leads. A recent e-mail to my clients featuring this publication generated nearly a 10% response. I am in the process of working those leads. I believe that our members could benefit from this lead generating program.

I urge you and the benefits committee to consider this program for inclusion to the NAIFA Affinity Benefits Program.

Sincerely,

Joe

Joseph C. Chalom, CLU,  LUTCF

Retirement Council, Inc.

9825 West Sample Road, Suite 206

Coral Springs, Florida 33065-4040

(954) 340-1588

Fax (954) 340-1865

joe@retirementcouncil.com

www.retirementcouncil.com

 Proud Member

National Association of Insurance and Financial Advisors

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Bruce:

Other marketing programs I have reviewed in the past have been effective.  Yours is better.  The reason is that this is one of the only truly turn-key programs for REGISTERED REPRESENTATIVES.  Your stellar program is a breath of fresh air compared to the two months and counting that we have been waiting for final FINRA approval of a booklet that is much shorter than yours.  Don't get me wrong, the other program will be a good complement to the marketing I am doing with your company, but it is not turn-key like yours.

In addition, I liked how it only took two minutes online to sign-up, order books, get my own website, and receive my password.  Also, I tested the system to see how long it took to receive my own test lead.  I received it so quickly that, by the time I checked my email, it was already in my inbox. 

Thank you for your support in marketing my company. 

--JB Beckett

Managing Partner

Beckett Financial Group

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