Suggested Uses

Future Homeowner
New Homeowner
Quizzicals
Seasons
Financial Tips
Technology

Future Retiree
Quizzicals
Financial Tips
Just for Fun
Seasons
For Employers

Career Changer
Career Fun

Spiritual
Spiritual Fun

Target Employers:
One of our most favorite clients has used this plan to build a book of business that's over $13,000 in less than a year's time. Her niche: targeting employees at local small businesses. Her target market: the owners of those businesses.

Jennifer Alford, Vice President with Creative Financial Partners approached small business owners with a request to present to the employer's staff over breakfast or lunch - at no cost to the employer - and educate the employees on what they'll need for retirement, money management and market trends. The meetings were a huge success for all: the owner "won" by giving something to his/her employees; the employees "won" because they heard no-nonsense tips on what it's going to take to protect themselves in the future; and, Jennifer "won" because the plan eventually netted new employees. 

We believe this idea is worth "stealing!" There's even a bonus with this design: all three cards are "lumpy" mailers! For a closer look at what these cards say, simply click on the names below:

• 3-Month Campaign
• Sampler Packet
   
• Compass
• Hero
• Life Saver