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CONTENTS Seminar Materials Karlan Tucker’s Seminar Bundle Seminar Coach Seminar Supply Bundle Custom Designs Logo EmailWebsiteDesignDesignSignature Design Celebrity Brand Design Videography & Radio Showcase video Retire Happy Hour Tucker Studios Radio Ads Copywriting Professional Letters, Emails & Phone Scripts NewslettersKiplinger’s Digital Marketing LSEO & Brand Protection Social Media Ad Campaigns Internet On-DemandLeadsSeminars
SEMINAR SUPPLY BUNDLE The Seminar Supply Bundle provides all of the marketing assetsyou need to get started with your seminars at a discounted price. PLACE YOUR ORDER TODAY! Remember to place your order no less than 3 weeks before your event! BUNDLE PRICING > Set of 50 $215 > Set of 150 $615 > Set of 100 $415 > Set of 200 $755 WELCOME Tonight could help you make decisions that will help to provide confidence in your investments and in your financial future. We look forward to educating you on what you can do to help increase your Social Security income as well as all your other sources of income. We would like to personally welcome you and thank you for educating yourself, thereby obtaining the help to make the most appropriate decisions possible regarding your quality of life. Here’s to new friends and new knowledge, Karlan Tucker Founder PresidentInvestment Advisory Services Provided by Tucker Asset Management, Registered Investment Advisor. TUCKER FINANCIAL GROUP 1520 West Canal Court, Ste 100 Littleton, CO 80120 (30) 734-1234 | www.retirewithtucker.com GENERIC FOLDERS ADVISOR BIO PAGE WELCOME LETTER #TABLE1 YOUR RETIREMENTARCHITECT #TABLE1 TABLE NUMBER CARDS Client Information Spouse 1 Spouse 2 Notes DesiredDateDOB/AgeEmailCellNameofRetirementIncomeInvestable NW Earned Income Self-EmployedSalary Passive Income Social InvestmentPensionSecurity Investable Assets IRA/401kAnnual Contribution Brokerage Real Assets Primary Home MV/Equity/ Monthly AdditionalPMTRE MV/Equity/ Monthly Net Income AlternativeAnnuity Investment Part-TimeAddressRentsAnnuity 4th3rd1st Financial Information Please indicate your 1st and 2nd Choice next to a time slot. Spouse’sName Name D.O.B / Cell Phone Number Address D.O.B / City/State Zip Code Email Spouse’s EmailMeet at Your Home Meet at Our OfficeLocation Home Phone Number ( TUCKER FINANCIAL GROUP (417) 355-8700 | 1736 East Sunshine Street, Suite 406 Springfield, MO 65804 parker@retirewithparker.com www.retirewithparker.com provided through Tucker Asset Management LLC, registered investment adviser. © 2021 Retire Happy Network – All Rights Reserved Table Number: SMALLBOOKLETAPPOINTMENT FACT FINDER APPOINTMENT SHEET CUSTOMPDFONLY! CUSTOMPDFONLY!
KARLAN TUCKER’S SEMINAR BUNDLE WELCOME to our seminarPRESENTATION purposes only. No speci product or to avoid or eliminate numerous professionals regarding your speci interpretations. erefore, should residence. No speci investment structure, provisions and features. with broker-dealer license can return are purely hypothetical and speaker and/or sponsor of this connected with and not approved consumers, the seminar is solicitation A B C A B C A B C A B C JohnO’Connor Naperville,IL60563Fax:(630)857-3235 CATALOGCUSTOM WELCOMELETTER APPOINTMENTSHEET KIPLINGER’SHIGHLIGHT FINDERFACT Client Information Spouse 1 Spouse 2 Notes InvestableDesiredDateDOB/AgeEmailCellofRetirementIncomeNW Earned Income Self-EmployedSalary Passive Income Social Security Investable Assets IRA/401kAnnual Contribution Brokerage Real Assets Primary Home MV/Equity/ Monthly AdditionalPMTRE MV/Equity/ Monthly Net Income AlternativeAnnuity Investment Part-TimeAddressRentsAnnuity 2nd Financial Information Please indicate your 1st and 2nd Choice next to time slot. Spouse’sName Name D.O.B Cell Phone Number City/State Zip Code Email Spouse’s EmailMeet at Your Home Meet at Our OfficeLocation Home Phone Number TUCKER FINANCIAL GROUP (417) 355-8700 1736 East Sunshine Street, Suite 406 Springfield, MO 65804 parker@retirewithparker.com www.retirewithparker.com Not endorsed or affiliated with any governmental entity. Guarantees are based on the claims-paying ability the issuing insurance company. Investment advisory services provided through Tucker Asset Management LLC, registered investment adviser. 2021 Retire Happy Network All Rights Reserved Table Number: 250=$700 500=$825 1,000=$985 50=$330 100=$420 200=$620 50=$20 100=$40 200=$80 50=$40 100=$80 200=$160 50=$20 100=$40 200=$80 50=$40 100=$80 200=$160 PULL BANNERUP AT THE WELCOMESEMINARFOLDER& CONTENTS APPOINTMENTREMINDERCARDS TABLE NUMBER TABLE #1 TABLE #2 TABLE #3 TABLE 4 # $40 2 sets 6 TABLECLOTHFOOT $395 each $354 500 pens 50=$30 100=$50 200=$110 $175 each
If you look back on the last few seminars you conducted, could you honestly say that you booked an average of 70% of the prospects in the room into appointments? Most people would have to answer “no.” And that’s where we can help. Did you know that our coaches can talk to your prospects before the seminar and even help you book them into appointments after the seminar is Notover?only do we provide you with the one-on-one coaching to boost your booking percentages, we also position you for success by making prospects feel comfortable enough with your practice to schedule appointments—and these are qualified appointments, not Facebook leads or online “commitments”— all you need to do is close.
SEMINAR COACH
BRAD SMITH is a member of Tucker’s Client Services division and is committed to accurately informing people of their many choices when it comes to retirement income strategies. He has gained great satisfaction in helping people retire with the peace of mind that secure income delivers to them.
Brad has always believed in striking a balance between risk and safety that fits each individual client’s portfolio. In addition to servicing his own clients, Brad also enjoys hosting retirement dinner-seminars for many of the top advisors in Tucker’s national network. As a seminar coach, he is an “advisor’s advisor,” assisting financial advisors in communicating how they can best serve their audiences.
Your logo is the face of your company. Often, it’s the first impression a client has of you and what you stand for. Is your logo sending the right message? Our Marketing Developer will walk you through the process and work with our team of designers to capture the look and feel you want your logo to represent. With the ability to provide input through every stage of the design process, we are able to fine-tune the design to perfection.
CUSTOM WEBSITE STARTING AT $2,500 Want to bring your practice into the digital age but not sure where to start? With our custom sites, Tucker Digital does all of the heavy lifting, leaving you with a new, beautiful home on the web. We build our custom websites with original content, as well as provide malware security and an annual secured socket layer certificate for as long as the site is hosted with Tucker. The website is owned by the advisor, who can choose to move the site to another hosting service at any time.
CUSTOM LOGO
ADAM JOHNSON Senior Business Developer 1520 West Canal Court, Suite 100, Littleton, CO 80120
Diana.Espinoza@TuckerAdvisors.com800.734.0076|d720.838.2610
WWW.TUCKERADVISORS.COMWWW.TUCKERADVISORS.COM
tJohn.Ripley@TuckerAM.com800.734.0076|d720.838.2610 WWW.TUCKERADVISORS.COM ® ® WWW.TUCKERADVISORS.COM ® WWW.TUCKERADVISORS.COM ® WWW.TUCKERADVISORS.COM KYLE ROOT Marketing Developer 1520
JOHN RIPLEY Senior Advisor and Professional Coach 1520 West Canal Court, Suite 100, Littleton, CO 80120 West Canal Court, Suite 100, Littleton, CO 80120
CUSTOM EMAIL SIGNATURE Mus exped quunt. Atemoluptas et, quis ventia nobit imoluptatem utat. Luptaquis et lam volum accum is ea si re eost vellatem voloriorem quis et qui sitistio. Ibus ne ipsum debisquas sunt mi, aut haribusda dolende llabore volupta dipicabores ullit volorporia peditam facestis cum, velenti busande bitaessus dolorest reperci aecum, si ullo conse eos nos mod quis escilicil moditae repti undiorro et officab orepti de lautecabore pera voloriation cus rempedi seque arumqui ne net que volore rempor moluptatur sequiatem quod quate comnis rectur sae simende nducid molligent.
80120 tSam.Deleo@TuckerAdvisors.com800.734.0076|d720.838.2635
JASON West Canal Court, Suite 100, Littleton, CO 80120
tKaren.Eagle@TuckerAdvisors.com800.734.0076|d720.838.2636
WWW.TUCKERADVISORS.COM KAREN EAGLE Business Development Assistant 1520 West Canal Court, Suite 100, Littleton, CO 80120
DIANA ESPINOZA Senior Marketing Developer 1520 West Canal Court, Suite 100, Littleton, CO 80120
tJason.Demers@TuckerAdvisors.com800.734.0076|d720.838.2628
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WWW.TUCKERADVISORS.COM
Senior Content Specialist 1520
tSierra.Reed@TuckerAdvisors.com800.734.0076|d720.838.2612
Court, Suite 100, Littleton,
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Adam.Johnson@TuckerAdvisors.com800.734.0076|d720.402.3298
JOE PINO Director of I.T. 1520 West Canal Court, Suite 100, Littleton, CO 80120 tJoe.Pino@TuckerAdvisors.com800.734.0076|d720.838.2620
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CAROLINE REED Executive Assistant to CEO Karlan Tucker 1520 West Canal Court, Suite 100, Littleton, CO 80120
tCaroline.Reed@TuckerAdvisors.com800.734.0076|d720.838.2648
SIERRA REED Graphic Designer 1520 West Canal Court, Suite 100, Littleton, CO 80120
Kyle.Root@TuckerAdvisors.com800.734.0076|d720.838.2619 WWW.TUCKERADVISORS.COM ® • Legitimacy • Professionalism • Branding • Digital Business Card • Custom Design • Links to Website • Logo Included • Network Logos Included
DEMERS Business Developer 1520
SAM DELEO West Canal CO
WWW.TUCKERADVISORS.COM
CELEBRITY BRAND DESIGN From pull-up banners and water bottles to stress relievers, and branded materials,Tucker Financial Group wants to help you take your company brand to the next level. Custom Soap Set “Retire” Mints Tumblers Gift Bags Lip Balm
LSEO AND BRAND PROTECTION • Starts at $99/Month • Make sure your website, ads and online content meet the optimal criteria of search engines • Ensure that your practice shows up at the top of search results • Get protection from businesses trying to manipulate your brand or name for their own search-result rewards • Learn how you can drive traffic organically, without having to buy your results SOCIAL MEDIA AD CAMPAIGNS • Starts at $200/Month • Reach your audience online • Target prospects in your ideal age range and geography • Build awareness of your business • Learn how to turn prospects into clients • Drive traffic to your point of sale • Offer resources your ideal client can’t help but click
INTERNET LEADS ON-DEMAND SEMINARS TheAnnuityLeads.com • High-quality leads that come from multiple media platforms, such as radio, TV & online campaigns • Leads are exclusive and fairly priced • Contact: 888.288.1712 Financialize.com • Leads come from high-quality websites that they control • Sign up, choose your territory, and set your monthly budget • Receive real-time notification when each exclusive lead is assigned to you (with notes) • Contact: 707.590.2600 • Starts at $500 • Short, animated videos consumers can watch from home • Six to choose from: 1. “How to Maximize Your Retirement Readiness” (3:35 min.) 2. “How to Increase Social Security by as Much as $250,000” (2:46) 3. “Women & Wealth” (3:54) 4. “Estate Planning Wills & Trusts” (3:35) 5. “Tax-Free Retirement” (3:49) 6. “Guaranteed Income for Life” (3:44) >> https://tuckeradvisors.com/lead-generation/
PROFESSIONAL LETTERS, EMAIL AND PHONE SCRIPTS WELCOME Tonight could help you make decisions that will help to provide confidence in your investments and in your financial future. We look forward to educating you on what you can do to help increase your Social Security income as well as all your other sources of income. We would like to personally welcome you and thank you for educating yourself, thereby obtaining the help to make the most appropriate decisions possible regarding your quality of life. Here’s to new friends and new knowledge, Karlan Tucker Founder PresidentInvestment Advisory Services Provided by Tucker Asset Management LLC, Registered Investment Advisor. TUCKER FINANCIAL GROUP 1520 West Canal Court, Ste 100 Littleton, CO 80120 (303) 734-1234 | www.retirewithtucker.com • Available for both existing and prospective •clientsPersonally written by Karlan Tucker • Cost-effective • Recommended phone follow-up by you/ your assistant KIPLINGER’S MAGAZINE • Exclusive Advertisement in Kiplinger’s Retirement Guide • Seen as America’s Retirement Experts • Branding and setting yourself apart from your competition • Available only during the annual Super Conference RETIREMENT PLANNING 2020 OUR GUIDE TO A SECURE RETIREMENT HOW MUCH YOU NEED TO SAVE WORKSHEET 22
SHOWCASE VIDEO • Customized weekly, monthly, or quarterly newsletters that fit your brand • Scheduled to be sent automatically >> Learn more at www.AdvisorStream.com $6,000 - $8,000 • Our video team reviews a questionnaire script and filming agenda with you to meet your approval, travels to your location, and creates a stateof-the-arprofessional video that summarizes all you and your practice offer in the best light. • The Showcase Video is an advanced marketing tool for advisors to use in getting their brand before prospects. • Research shows that multi-sensory messaging like video— where two or more senses of the people receiving the message are engaged — delivers far better results for the reception and retention of your brand. In other words, video stamps itself in people’s minds. NEWS LETTERS
RETIRE HAPPY HOUR • $500 - $15,000 • Allows you to showcase that you were “Seen on ABC, CBS, NBC and FOX” • Filmed and aired once a quarter • 5–7-minute interview with a Tucker Advisor • Public Relations and Branding • Become a local celebrity in your community
TUCKER STUDIOS • CALL FOR SPECIFIC PRICING • Tucker’s video studios is available for advisors to reserve. • Bring your own videographer or hire our multimedia equipment and experienced staff, who have been producing high-quality, professional video for years • 83% of video marketers say video helps them with lead generation (source: https://optinmonster.com/lead-generation/) • 80% of video marketers say video has directly helped increase sales (source: www.optinmonster.com/video-marketing-statistics-what-you-must-know/)•ProvenadsthattopadvisorslikeKarlanTuckerarerunningtoday•Useyourownvoiceorourradiopersonality•Costdependsoncity,state,radiostation,andwhentheadsair•Applicabletocurrenttimes•InsuranceandRIA-compliantfriendly RADIO ADS
FOR MORE DETAILS CALL ONE OF OUR MARKETING DEVELOPERS DIANA ESPINOZA (720) 838-2610 OR KYLE ROOT (720) 838-2619 ® ®
