Sales Ideas and Innovations

What sales and planning methods are other investment professionals using with success? Stop here to explore industry insider tips and techniques.

KEY	Microsoft Word Microsoft PowerPoint Microsoft Excel Adobe Acrobat
	September 11, 2001
		How Resilient is the Stock Market
		The Strength of the Stock Market
		Important Points to Keep In Mind Regarding Your Investments
		In Times of Crisis, How Has The Market Fared?
	Economic Growth & Tax Relief Reconciliation Act of 2001 (for client use)
		Employer-Sponsored Plan Enhancements
		Education Savings Plan Enhancements
		Estate Planning Enhancements
		IRA Enhancements
	Economic Growth & Tax Relief Reconciliation Act of 2001 (for broker use only)
		IRA Enhancements
		Education Savings Plan Enhancements
		Employer-Sponsored Plan Enhancements
		Client Prospecting Letter
		College Tuition Swells
		The Check Is In the Mail
	Investing In Bond Funds
		Which Side of the Check Will Your Client Be Signing?
		Choose Your Bond Funds Wisely
		Bond Funds vs. Individual Bonds
	Equity Investing
		The Strength of the Stock Market
		The Force of Long-Term Equity Investing
		Time and Its Effect on the Stock Market
		Reduction of Risk Over Time
		Wealth Indices of Investments
	Market Timing/Bull & Bear Markets
		Market Timing
		Bear Necessities for Investors*
		Diversified Portfolios and Bear Markets
		Diversify to Reduce Risk or Increase Return
		Tips to Help Clients Ride Out Market's Waves
		The Power of Systematic Investing
		Turn Market Volatility Into an Advantage
		It's Not About Timing the Market
		Invest For the Long Term
		Calming Clients' Fears About A Falling Market
		The Risk of Timing the Market
		Bull and Bear Markets
	Specific Target Markets
		Helping Women Plan for Tomorrow Quiz
		Defining High Net Worth Investors
		Web Resources for Contacting High Net Worth Investors
	Businesses
		The Internet vs. Financial Advisors
		Why Should You Use a Financial Advisor*
		Building Your Business by Design*
		Building Your Business by Design (B & W)*
		Building Your Business by Design (Speaker Notes)
	Inflation
		Question: Inflation
		The Impact of Inflation (Growth of $1)
		Do you know the "Real Return" of your investments?
		Understanding the Risk of Inflation
	Taxes/IRAs
		IRA Opportunties
		IRA Distribution Planning*
		IRA Education Seminar
		IRA Education Seminar 2
		The Power of IRAs
		How Much Could One Year Cost You?
		IRA Mistakes to Avoid
		IRA Rollover Opportunties
		Another Benefit of Armada Funds IRAs
		How to Invest in IRAs
		How Much Could 1 Year Cost You?
		Planning for Retirement - the Power of IRAs
		The Risk of Being Too Safe
		Look for Tax-Efficient Management
		Traditional IRA vs. Roth IRA
		Become Wise Before You Get Old
		The FAQs of IRAs
		IRAs: Understanding the Opportunities
	College Planning
		College Tuition — Regional Tuition & Fee Changes*
		College Tuition — Funding Your Child's Education
	Retirement
		Are You The Right Age to Start Saving?
		Will You Have Enough Money To Retire?
		5 Questions For Effective Retirement Planning
		New Ways to Boost Your Retirement Savings
		Why Sell Armada Plus Small Business 401(k) Plans?
		How will you spend your retirement?
		When should retirement savings begin? I
		When should retirement savings begin? II
	Taxes
		1040 Piece
		A History of Income Tax Rates
	Fixed Rate Comparisons
		Does CD stand of Constantly Depreciating?
		A History of Long Term Interest Rates
	Asset Allocation
		Asset Allocation - Risk vs. Reward
		The Changing Lifecycle of an Investment Allocation
		Asset Allocation
		Asset Allocation (Graph)
	Systematic Investing
		Commitment :Investing
		Systematic Investing: Turn Market Volatility Into an Advantage
	Diversification
		Why Diversify? Strengthen Your Portfolio
		A Case for Diversification
		The Benefits of Diversification
		The Importance of Diversification
		Diversify to Reduce Risk
	Generic Investing
		Basics of Mutual Fund Investing
		Basics of Mutual Fund Investing (B & W)
		Getting Your Financial House in Order
		Risk/Reward Profile of Typical Mutual Funds
	Broker Assistance/Training
		Referrals Down? Need More Customers?
	Global International Investing
		World Markets - 1999 Performance by Country
		1999 Performance of Dow Jones World Stock Market Indices
		Global Investing - Tap Into a World of Opportunity
	Specific Investment Objectives
		Growth & Income Funds
		Seeking More Consistent Long Term Returns
		Attractive Long Term Growth and Return Possibilities
	Armada Specific
		Tax Managed Equity Fund
		GNMA - Institutional
		GNMA - Retail
		Bonds Away!
		Small Cap Value Funds - The True Performers Over Time
		Armada Core Equity Fund*
		Armada Small Cap Value Fund
		Armada Large Cap Ultra Fund*
		Bonds and Market Fluctuations
		How to Spot a Retirement Plan Opportunity
		Can you guess the best and worst performers?
		Downturns over the Decades
		Volatility in the Marketplace

* Due to the large size of this document, download time may take longer using a 28.8 or 56K modem connection.

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