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Wealth Financial and North American’s Marketer-to-Marketer Program

Wealth Financial and North American’s Marketer-to-Marketer Program. Presented by: Nichole V. Schurr CFP, CLU, ChFC Sales Vice President April 30, 2009. Favorable Introduction Agenda. Review highlights of the Wealth Financial agreement with North American

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Wealth Financial and North American’s Marketer-to-Marketer Program

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  1. Wealth Financialand North American’s Marketer-to-Marketer Program Presented by: Nichole V. Schurr CFP, CLU, ChFC Sales Vice President April 30, 2009

  2. Favorable Introduction Agenda • Review highlights of the Wealth Financial agreement with North American • Review Eric Letvin’s professional background • Review Marketer-to-Marketer Program • Identify Next Steps

  3. Wealth Financial and North American • $250,000 commitment • Partner MGA status makes WF Life eligible for inclusion in the Performance Bonus • Candidate for a Tactical Marketing Plan • Eligible for all Partner Benefits including upcoming campaigns

  4. An invitation to participate in the Marketer-to-Marketer Program…!

  5. Eric LetvinEmail: eletvin@nacolah.comPhone: (800) 800-3656 ext. 36012 Eric Letvin,Sales Development Specialist – Eric has over six years of experience on the managing general agency side of the business. He has a strong background in reaching out to help producers grow and develop their life insurance business. Eric is a licensed agent.

  6. Marketer-to-Marketer Value to Partners • Dedicated resource for in-depth product knowledge and illustration design • Support of agency’s promotional and marketing efforts • Help in creating tactical plans for introducing new agents to the agency and to North American • Assistance in scheduling and hosting sales-oriented Webinars

  7. Next Steps • Phone calls to agency marketers at least twice per month • Schedule Webinars • Discuss deploying other marketing tools

  8. Thank you…For Your Decision to Become a Partner!

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