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Advisys, Inc. (formerly Kettley Publishing Company) 20271 SW Birch Street, Suite 200 Newport Beach CA 92660 Phone: (800) 777-3162 Website: www.advisys.com Advisys, Inc. products, including Back Room Technician® and echoWealth™, are widely used to increase sales, train existing advisors, engage high-level recruits, educate consumers on product offerings and market to prospective and existing clients. The comprehensive reports, calculations, charts, graphs and illustrations are used by Fortune 100 companies and more than 65,000 financial professionals nationwide. Top Clearengine Suite 100, Valley Crest Rise Calgary, Alberta T3B 5Y9 Phone: (888) 291-6743 Email: sales@clearengine.com Website: www.clearengine.com Clearengine is a powerful web-based, do-it-yourself service you can use today to create engaging, interactive on-demand Web Presentations & Webinars from your desk. Log in anytime and create compelling, personalized and trackable web presentations using the tools already on your desk. No software to buy. And no training required. Free trial available. Top Cogent Solutions #309-206 Worcester Road Princeton, MA 01541 Phone: (978) 464-5227 Email: info@Cogent-Solution.com Website: www.Cogent-Solution.com Cogent Solutions has developed Wealth Conservation Illustration - or WCI - to help financial advisors easily demonstrate the benefits of advanced life insurance strategies to high net-worth clients. WCI is specifically designed to model complex estate-planning investment alternatives and reduce them to simple outcome - alternatives such as: "If we do 'this' the estate value is $10M; if we do not do this the estate value is $5M and assets will need to be sold to obtain sufficient liquidity for taxes." Cogent's WCI is designed to facilitate a straightforward presentation of the power of life insurance strategy held in a life insurance trust. Top Emerald Publications 12395 World Trade Drive San Diego, CA 92128 Phone: (800) 233-2834 Email: sales@emeraldpublications.com Website: www.emeraldpublications.com Emerald Publications is the industry-recognized, leading provider of financial seminars to the industry today - and there's a very simple reason why our seminars are first-class. Seminars are a highly effective way for financial professionals to market their services. Public seminars allow you to get in front of hundreds of prospects at one time; co-sponsored seminars allow you to showcase your services to specific groups or markets; and one-on-one client-only seminars are a great way to help with client retention. Emerald offers 4 comprehensive, 20 topic-specific, and 4 special-subject seminars to meet the needs of today's market. All Emerald seminars are NASD reviewed. Top Forefield Advisor Forefield Inc. 100 Locke Drive Marlboro, MA 01752 Phone: (800) 550-6831 Email: sales@forefield.com Website: www.forefield.com Forefield Advisor is a real-time sales, education, and client communication tool that enables financial advisors to deliver current, concise and compliant advice to clients. Veteran advisors use Forefield Advisor as sales and presentation tool that makes it easy to research and communicate sound financial strategies. New advisors can become instant experts on a broad array of financial topics using Forefield Advisor's dynamic database of original articles and tools. Top FMT Solutions 37672 S. Terrace Park Dr. Tucson, AZ 85739 Phone: (800) 430-7052 Email: jeff@fmtsolutions.com Website: www.fmtsolutions.com Financial Marketing Track Solutions™ provides customized training, consulting, and marketing services for financial corporations and their representatives. We specialize in helping financial advisors build their practices through seminar and worksite marketing. Our suite of six seminars includes: Retirement Planning Today, Retirement & Your 401(k) Plan, Retirement & Your 457 Plan, Faith, Life & Money , Realizing College Dreams and The Life Planning Workshop. Top The Kugler System Phone: (800) 358-4537 Email: info@kuglersystem.com Website: www.kuglersystem.com Create compelling, sales-generating seminars which provide everything you need to present estate, business and retirement planning concepts to a group. Our Marketing Manual walks you through the entire process - from booking a room, creating a direct-mail and advertising campaign to support your efforts, handouts, follow-up letters and more. Again, using the same concepts, we'll equip you with slides or a PowerPoint presentation -- giving you a professional way to make your pitch using Kugler's proven, powerful content. This package is available in both versions -- Estate; Business Planning AND Retirement. Top LifeCourse Navigation Age Wave One Embarcadero Center, Suite 3810 San Francisco, CA 94111 Phone: (800) 679-3009 Email: lifecoursenavigation@agewave.com Website: www.lifecoursenavigation.com LifeCourse Navigation: Charting Your Journey to Retirement Freedom is a one-of-a-kind seminar marketing system created to help you multiply your business prospects and expand relationships with existing clients. This educational, entertaining and life-changing seminar will spur your audiences to think differently abut their lives, their futures and their financial plans. Most "financial planning" and "life planning" seminars are indistinguishable from each other. UNTIL NOW. Dr. Ken Dychtwald, best-selling author, sought-after public speaker and America´s "Age Wave" guru has created this powerful new seminar system packed with eye-opening facts and thoughtful insights culled from nearly thirty years of cutting-edge research. Top NF Communications 1700 N. Broadway Suite 405 Walnut Creek, CA 94596 Phone: (800) 980-0192 Email: sales@nfcom.com Website: www.nfcom.com Looking for the fastest, most efficient way to gain new clients? We have five seminar systems: Six Mistakes Retirees Make, Annuity Seminar System, LTC Seminar System, Estate Planning Seminar System and the Advanced IRA Distribution Seminar System. Top Scenario Seminars P.O. Box 5643 Rockford, IL 61125 Phone: (815) 874-9349 Email: dlazenby@scenarionow.com Website: www.scenarionow.com Scenario Seminars are highly graphic professional seminars designed to help you market and sell your services in the wealth market. Scenario Seminars provide highly professional client-level explanations of complex financial topics. They don't simply educate - they motivate. Each seminar system uses a case study approach that helps illustrate the advantages of taking action and the disadvantages of not acting. Each Scenario Seminars program provides you with the tools you need to plan and deliver an outstanding and highly effective prospecting seminar. All of the materials are provided to you on CD-ROM, so that you can print out additional participant workbooks and materials without additional cost! Top Seminar Direct 315 E. Watkins St. Phoenix, AZ 85004 Phone: (888) 629-1919 Email: dougd@seminardirect.com Website: www.seminardirect.com Seminar Direct provides promotional and marketing support to financial advisors and insurance professionals growing their business with financial seminars. Products include seminar invitations, financial postcards and drip marketing systems. |
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