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Insurance Insight Group (IIG) has announced the release of a new article called “Four Steps to Stay on the Road to Financial Security" in honor of Financial Literacy Month. The article outlines four healthy financial habits that have stood the test of time and that collectively lead to financial security. Insurance professionals can send the article to clients and prospects. The free article can be downloaded at:
http://wealthincomeplanner.wufoo.com/
In 2004, the United States Senate unanimously passed a resolution declaring April to be National Financial Literacy Month, with its goals being to teach Americans how to establish and maintain healthy financial habits.
“As our country recovers from a difficult recession; now is the perfect time for insurance professionals and financial advisors to help their clients refocus on the basics of building financial security,” said Mark Stone, Principal and Marketing Strategist for Insurance Insight Group. “We have prepared this article so insurance and financial professionals can provide it as an informational resource to their clients.”
Insurance Insight Group is the developer of the Wealth & Income Planner software and sales system. The system allows insurance professionals to give their clients a complete and understandable view of their long-term financial future. It can be used to assist young families who are saving for their children’s college education, baby boomers who are planning for retirement, and retirees who want to plan their retirement income flow.
The Wealth & Income Planner also includes a popular Roth IRA Conversion calculator and a consumer version that can be used for prospecting and lead generation. It is also accompanied by a complete set of sales and marketing tools such as a consumer seminar presentation, fact finders, template ads, and mailers – basically everything that financial professionals need to increase their visibility in their local marketplaces and generate more sales.
Wealth & Income Planner is provided through several national insurance marketing organizations which provide the software and sales system to help their agents see enhanced sales results. The program provides companies with a competitive advantage and can be branded exclusively for their organization. The program comes complete with agent training, support and sales tools. Agent productivity is enhanced because the program is designed to provide compelling sales tracks for life insurance, annuity and long-term care products.
Insurance Insight Group is a group of creative, experienced insurance marketing people focused on providing solutions for improved recruiting, training, sales and marketing strategies. IIG’s clients include insurance companies, marketing organizations and other companies within the financial industry. For more information, contact Mark Stone at Insurance Insight Group at 801.290.3333 or mark.stone@iigsolutions.com. Learn more at www.wealthincomeplanner.com.
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