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Looking to generate new business, or expand your relationships with existing
customers? Stop here for prospecting letters, phone scripts, or to download
one of our comprehensive seminar presentation kits.
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Microsoft
Word
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Microsoft
PowerPoint
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Adobe Acrobat
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Wholesaler
to Registered Representative |
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Mining
the Diamonds is a Powerpoint presentation designed to help
the Wholesaler sharpen his or her prospecting skills. Use the accompanying
word document as a handout. |
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Wholesaler/Registered
Representative to the Public |
Women & Investing - There
are several pieces included here on the topic of women and investing,
a topic in which many representatives are becoming interested.
Many wholesalers and investment representatives have had success
by offering fashion shows or golf lessons for women in conjunction
with the investment seminar.
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The
Seminar reviews the situation for women,
outlines the need for change, and provides some investment basics
to help women get started.
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Rollover
IRA Opportunities. This presentation reviews the
customer’s options upon leaving a company and the advantages
of a direct rollover.
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Tax
Relief Act of 1997. This presentation provides a concise summary
of the new tax laws relevant to individual investors, including the
Capital Gains rate change, new IRAs, and various estate planning changes. |
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Traditional
vs. Roth IRA - Which One Is Right for YOU? Provides a detailed
explanation of the Roth IRA and requirements for conversion. Also
shows several illustrations comparing Traditional and Roth IRAs for
both new IRA investors and conversion situations. |
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Other
Seminars available for your use: (all PowerPoint files) |
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Planning
for College Seminar
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Planning
for Retirement Seminar |
The above links are files in one of three
formats- Microsoft Word 97 (.doc files), Microsoft PowerPoint 97 (.ppt
files), or Adobe Acrobat (.pdf files). To view these files you
must have the above mentioned software that corresponds to the file
type. If you do not, you can download the viewer for the specific file
that you need.
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Download
Microsoft Word Viewer. (Choose Viewer for Word 97 for your Windows
Platform) |
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Download
Microsoft PowerPoint Viewer. (Choose Viewer for PowerPoint for your
Windows Platform) |
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Download
Adobe Acrobat Reader. |
For Investment Professional use only.
Not to be reproduced or shown publicly.
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