Seminar and Sales Success Kit

Regular price
$499.00 USD
Regular price
Sale price
$499.00 USD
Hurry! Only
units left in stock!

From initial prospecting to client onboarding, access all of the collateral an Advisor needs. Includes intake forms, contact documents, pre-event scripts, follow up scripts and more! 

*Members get 50% OFF!*

Included Documents:

  • Appointment Setting Questions
  • Canceled Appointment Letter
  • Didn’t Set Appointment Follow up letter
  • General Financial Services Outline
  • General Meeting FAQ
  • Live Event Evaluation Form (General Financial)
  • Post Event Procedures
  • Pre Event Letter
  • SCRIPT - Post Event DID NOT Schedule an Appointment
  • SCRIPT - Post Event Follow Up
  • SCRIPT - Post Event Scheduled Appointment
  • SCRIPT - Second Appointment
  • SCRIPT - Confirm Call Pre Event Package
  • SCRIPT - Day Before Live Event Calls
  • SCRIPT - Pre Event Qualifying
  • Seminar Pre Event Procedures

BONUS Material:

  • Annuity Guide
  • Retirement Income Plan Risks White Paper
  • Convert Leads to Customers White Paper
  • Presenting & Winning


We want you to be 100% satisfied with the Presentation slides you buy from us. Buying online can be a daunting task, so we want you to realize that there is absolute ZERO risk in buying something and trying it out. If you don't like it, we'll make it right... It's our promise!

1. How Do I access the presentations?

As soon as you purchase your subscription, you'll have instant access to our membership library.
Yes! Member have concierge access, a member of our team is standing by to help you with receiving, and implementing your presentation.
We gladly offer a no questions asked cancellation policy. At any time you can cancel your subscription with no penalties
We always accept suggestions. Simply email your topic idea to and we will work tirelessly to bring your idea to fruition. :)
Never! As our library expands, we occasionally increase our membership prices. Once you join, you have that price for as long as you maintain your membership..