 | Sales Concept Kits |
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| Women's Market Initiative |
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| Strategic Insights |
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| Practice Management Accessment |
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| Online Resources |
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Columbus Life offers independent producers the tools they need to build their own businesses. We offer client appreciation kits, sales concept kits, a marketing to women program, a library of sales ideas that can be used with clients, a practice management assessment, and much more. All of these valuable tools can be combined to help you run your business, create client appreciation seminars and programs, and even conquer a new market.
Sales Concept Kits
The following kits include producer technical information, client seminar materials with speaker notes, brochures for clients and advisors, and prospecting letters.
- Business Planning
- Capital Transfer
- Charitable Gifting
- Retirement Income Management
- Personal Branding
- Practice Management
- Required Minimum Distribution
- Target Marketing
- Wealth Strategies
- Trust Owned Life Insurance
- Identity Theft
- Family Values Trust
Women’s Market Initiative
Become a leader in meeting the financial services needs of women with Powerful Insights into the Women’s Market, a sales and marketing program from Columbus Life. This power-packed CD contains interviews with successful professionals on selling to women, up to date research, and target marketing strategies to help you identify and target each market segment.
Strategic Insights
A library of one-page sales ideas on a variety of financial planning concepts that can be shared with clients. These are great for client newsletter content!
Practice Management Assessment
Columbus Life offers a customized Practice Management Assessment for your practice. You will receive a development plan to help you identify areas that have the highest potential for increasing value in your practice. The Practice Management Assessment will help you work ON your business instead of IN it.
Online Resources
2010 Tax Reference Sheet [PDF]