May 2005

Bill Harris
Annuity and Insurance Expert

Bill is the founder of five insurance agencies that did over 1 billion dollars of life, health and annuity premium. He has appeared in Money Magazine and the Wall Street Journal as an expert spokesperson.

Mr. Harris has frequently appeared on television and radio as both host and guest and has testified in State Superior Court as an expert witness. Bill has done over 2,000 seminars for consumers, financial professionals, and for some of the largest insurance companies, broker-dealers, banks, mutual funds, and accounting firms in the United States.

Learn about his production of RME's New Presentation CD to help advisors generate more appointments and close more business using powerful images and unique slide concepts during their seminar presentations. Along with Seminar Tips, you will learn:

• The 7 reasons why annuity sales could double in the next 3 years
• Words and phrases to add to your selling vocabulary
• Selling principles to follow for the point of sale

Donna Rodriguez
Seminar Marketing Coach

In every major league of business, steps are taken to acquire the knowledge needed to succeed. In the financial industry, each exam taken has allowed us to earn a living once our training was successfully completed. Many advisors have found financial independence with ease, many with long hours of cold calling, and then those that just give up.

Donna has provided coaching to both the financial advisor getting started and those that would like to take their production to the highest levels. She has been in the industry for over 20 years assisting top advisors from A.G. Edwards to what was her final destination with a 3.5 million dollar producer as his Financial Assistant, Seminar Coordinator, Business Manager, and a Business Development Coach.

She can help you and your staff focus on the important details needed to be successful with your seminar marketing and team training. Her coaching program includes:

• Increasing your first appointment close ratio to well over 60%
• Monitoring the process until each prospect becomes a client

Learn Seminar Tips from Experts in Your Industry

 

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