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Presents

Retirement Architecture Complete Sales & Marketing System

The RA program is a "complete sales and marketing system" featuring national television commercial ads airing on the Fox Network, Discovery Channel and HGTV. There are approximately 3,000 new blueprint sponsorship requests generated each week!

Onboarding & TrainingVetted & Qualified LeadsAppointment SettingCRM Tracking System

Complete Selling SystemCase DesignClosing SupportPaperwork Processing

Program Overview & Process

Consumer Call to Action & Blueprint Request: After viewing the TV commercial consumers request a free retirement blueprint at the get free blueprint website and provide basic information serving as the initial fact finder so Retirement Architecture can build the blueprint draft.

Blueprint Request Delegation to Financial Professional: Financial Professional receives CRM access which enables real time receipt of blueprint request. 

Delivery of Blueprint to Prospect: Draft blueprint is sent via FedEx to prospect on a jump drive along with a copy of Deserve Magazine.

Appointment Setting for Financial Professional: Choice Marketing Call Center contacts prospect to schedule 1st meeting review with Financial Professional.

First Meeting with Financial Professional & Prospect: Financial
Professional reviews first blueprint "worst case scenario" plan with prospect.

Blueprint Update: Retirement Architecture collaborates with financial professional to design the refined and more detailed blueprint.

Second Meeting with Financial Professional & Prospect: Financial Professional presents updated blueprint & discusses potential solutions.

Third Meeting with Financial Professional & Prospect: Financial Professional presents more specific product recommendations to move forward with prospect & implement strategy.

Financials
Option 1: Available for Registered Reps & Life Reps
Cost: $250 per blueprint sponsorship plus 10% on Life & FIA applications 
ROI Estimates
•      20 Blueprint Sponsorships = $5000
•      An Estimated 6 Fact Finders Should Be Completed
•      Resulting In An Average Of 2 Sales
•      $300,000 of FIA sales @ 5-6% = $18,000 @ 90%=$16,200 Revenue
•      $25,000 of Life Premium @ 60-85% = $21,250 @ 90%=$19,125 Revenue
Total Financial Professional Estimated Revenue = $35,325

Option 2: Available for Life Only Reps
Cost: $125 per blueprint sponsorship plus 30% on Life & FIA applications
ROI Estimates
•     20 Blueprint Sponsorships = $2500
•     An Estimated 6 Fact Finders Should Be Completed
•     Resulting In An Average Of 2 Sales
•     $300,000 of FIA sales @ 5-6% = $18,000 @ 70%=$12,600 Revenue
•     $25,000 of Life Premium @ 60-85% = $21,250 @ 70%=$14,875 Revenue
Total Financial Professional Estimated Revenue = $27,475


Learn More & Get Started 

To find out more about this proven and valuable program register

for the next Choice Financial introductory session to get started.