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Providing a Bridge Between the Client and You.

This Innovative New Insurance and Financial Selling Concept not only helps close the sale, but has the client calling you.

Learn More ...

Personally, all I can say is WOW. This unique insurance and financial  selling concept blew me away.

Dave Freitag, a guest author on our website and associate, recently introduced me to a fantastic new insurance marketing concept called:

  Ready-2-Retire. 

Ready-2-Retire was created to help new and experienced insurance producers begin a meaningful conversation with their clients about retirement income planning.  Ready-2-Retire is an iPad ready software application developed in conjunction with LIMRA.

retirement planningThis revolutionary new concept provides a unique visual presentation that you send to a prospective client of yours, and then you let them fill it out on his or her own. Once they complete it, they end up calling you back for an appointment or they can elect to send you a copy of their retirement profile report with a click of a mouse. And get this, Ready-2-Retire is so generic that it meets the fiduciary guidelines required by most companies.

The most notable aspect of this entire insurance marketing concept is how it uses a series of different pictures to help the client answer questions about their retirement. All the client does is pick-out pictures which identifies their concerns, and then when done, the program computes a summary report based on their goals and retirement concerns.

Now here is the magic - This concept now creates one of the most emotional aspects of human nature, called curiosity, which is "the intense desire to know and understand". After your client or new prospect completes this personal profile, their curiosity will be aroused, and they will now want to call you back to get answers and details related to that summary.

Now available - Our agency building manual can be your answer to help you develop a fast start recruiting & training system.   Learn more



If you like free ice cream, you will love this.


Take a moment and watch this Ready-2-Retire video. Dave explains to the wealth channel about this concept, called "Ready-2-Retire, advising in a digital age."

While watching this video start thinking about how you can open up and add another marketing area to your daily activities.  Be the first in your area and to use this new concept.  Use face book, e-mail of other digital concepts to get to new clients. Then come back here and use this quick link that provides you with a quick snapshot of the application and how it actually works >>>  Click Here

Like what you see, then click on the 15 day Free Trial link located below.


Use this approach (In person or on the phone)

Mr/Mrs prospect, I recently came across this revolutionary new retirement planning tool which is helping people like you gain a clearer insight on the issues facing retirement today. It is something you can go through at your convenience, when you have a few minutes.  May I send it to you via Facebook, e-mail, etc. Which would be best?


If you have any questions on this new marketing concept, you can contact Dave Freitag at:


David G. Freitag, CLU, ChFC, CRPC, is Vice President of Marketing
Impact Technologies Group. He can be reached at:

Dave.Freitag@impact-tech.com or dgfreitag@gmail.com

David G Freitag, CLU, ChFC, CRPC   Phone: 508-839-9099


--- Free Trial ---

Super Bonus- We talked Dave into providing us with a free trial for our readers. I don't know how long they will let us keep this offer, but you may want to give it a try while it is available.

Click the following link for more information on how to order the product, and get a free 15 day trial  and test run this Ready-2-Retire sales concept. See how it can make your prospecting and selling life easier.

Coming Soon

We are looking at creating a new section on our website called “Dave’s   Corner” - Your advanced marketing expert.


So if you are a subscriber to our site or our brainstorming newsletter, watch for upcoming ideas from Dave, related to estate planning, corporate buy and sell, and other advanced marketing ideas. If you have any advanced marketing questions, feel free to go to Dave’s Corner and ask for help.


Click here for Free Industry Resources

Back to top of this page - providing a bridge between the client and you.

Return back to the Financial Planning Software page.


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facebook. Recruiting insurance agents the right way

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An insurance recruiting and agency building manual that provides you with everything you need to recruit,  build or improve your existing agency. 

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Looking for some great financial planning software programs that covers all your needs. Check out the financial planning software library from Impact Technologies
Click Here to go to software library




This could be your advertising space

Advertise on our website. For more information.

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