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"3-Step Postcard System™"
Update IRA Rollover News Flash!!!
Agent Writes
$900,000 IRA Rollover Using Our Personal Touch Postcards and
Affluent Widow's List"
A while back I had a member call me and he was
more excited about the IRA Rollover market then a teenager who
has front row seats to a Hannah Montana Rock Concert.
But, first things first...
A number
of years ago
Willie Sutton said he robbed banks because “that’s where the
money is.” While that’s not the business financial advisors are
in, they do need to know where the money is. Today it’s with
mature Americans. People older than 50 make up just 25 percent
of the population but control 75 percent of the wealth.
This isn’t surprising.
Most people in their mid-50s, 60s and 70s have paid off their
mortgages, sent their kids to college and bought most of the
things they need. They’ve saved for years in 401(k) plans, IRAs
and certificates of deposit. It’s rare to find a mature person
who doesn’t have at least one CD or annuity.
With over
70 Million baby boomers controlling over 15 Trillion dollars
it's a market that will help you GET RICH SLOWLY!
There's an enormous opportunity for advisors who
know how to tap this market place. We have been hearing some
fantastic success stories from members who have been using out
IRA Holders lists and also doing our
personaltouchpostcards. Currently we have been
averaging 1.35% response on the first mailing. In fact, some of
our best prospects and sales come from the second and third
mailings.
You
can take this to the bank...Dripping marketing with postcards is
a WINNER.
Drip marketing of
Personal Touch Postcards
Postcards
is one of the best methods to create a steady flow of annuity
and IRA Rollover prospects, and any advisor can use it
successfully. Mailing personal touch postcards that look like
they've been hand addressed, have they're name in the body of
the postcard and have a Red felt tip pen that says,
"Christopher,
Call me Today - R.J.
is a simple, easy and inexpensive way to make sure your message
is seen and read. When one of our personal touch postcards
arrives in the mail, it stands out because of its
personalization.
All of us tend to pick
unique items out of a pile of mail first, turn the card over and
quickly read the message. When your prospects do that, you’ll be
winning the first battle in getting their attention.
Consider a “drip”
postcard marketing program. It’s called a drip program because
it’s repetitive. Send a series of personal postcards, to your
targeted prospects.
Even if they throw the
card away after reading it, the message was sent, delivered and
read, and an image was created in their minds. Most of the time,
you must send mail to the same person two, three or more times
before you penetrate his armor and get a response. When you send
a series of cards, you create a message and an image and improve
your response rate.
The following is a formula that has worked for
one of our members.
Agent writes a $900,000
IRA Rollover from Our Affluent Widow's List.
A
While back I had a member from the East call me and say he has
been coming across widows that have large sums of money in their
deceased husbands pension plan that he couldn't get them to
rollover. One particular example was a widow with $900,000
in her husbands pension that she had planned to pass on to her
three sons.
I
asked the agent if he had told this lady that after her death
her three son's had six month distribution to move the money
before paying taxes. Of course, the agent didn't realize
the TAX TIME BOMB building in her deceased
husband's pension.
But
wait, there's more,
when he contacted her and explained that this is a dirty little
secret the IRS doesn't mention until after someone dies.
He told her that the pension plan would be worth only about
$550,000. (Of course, this information is buried in her husbands
summary plan document that no reads nor can find.)
To
say the least, the lady's jaw dropped to the floor and was
beside herself and wanted to know what she could do to prevent.
The
only answer was to rollover it to a "stretch IRA" and
extend the tax burden to a later date and be able to spread out
the taxes.
Case in point: The lead came from the third mailing of the
same postcard to this lady. Sequential mailing WORKS!!
When you’re ready to move to the
next level in annuity and IRA Rollover production give me a call and let’s talk
about your marketing campaign. Call me at 435-563-4749.
For more information on our
website and client newsletter go take a test drive over at
http://www.PmrSystem.com
I’ve also posted a special report for you to check out.
http://www.IraRolloverWealth.com
Go forth and prosper,
Russ
Jones
Creator
of the "3-Step Postcard System"
http://www.3steppostcardsystem.com
http://www.PmrSystem.com
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