Welcome to Simplicity Minneapolis Member Resource Library
As a FMO member, you get access to a library of resources that Mike Steranka has created to help you grow your production, as well as systematize your processes.
Retire Now
Income For Life Blueprint
The Financial Advisor’s Practice Building Guide
The Financial Advisor’s Practice Building Guide
Customize Book:
You’re Just One Click Away from Access to Mike Steranka’s Daily Practice Builder System.
Get an email each morning from Mike outlining the daily actions needed to grow your practice one step at a time…
“Michael Steranka has outlined how to systematize your planning practice. This is a must read for all Advisors looking to grow their practice!” – ED SLOTT, CPA, founder, IRAhelp.com.
Mike – Wow. I’ve been busy planting seeds with your system and have had a lot of appointments. Yesterday was set up to be my first Million dollar day…. – Derek O., Alpine, UT
Get Started Now:
Current Marketing Promotions
Email or Postcard Idea:
“What if you had to live on 40% less? “
This promotion is to show you how annuities can help you earn more income. The call to action is to have client or prospect call you to ask how you can help their retirement income planning.
Client and Prospect Drip Letters
We make it easy to keep in regular, meaningful contact with clients and prospects by providing you with customizable, periodical content. Please download the templates as needed, below:
Appointment Prep
Sample Agenda
The First Appointment Checklist and Follow-Up
Asset Summary Template with LTC Info
11 Questions – Fast Track Quote
Pension Annuity Works Because
Important Articles
5 Surprises of Retirement Income Planning
Delay Taking Social Security Add Annuity to Survive Retirement
Wharton Annuity Study
Time Money Magazine Article – Simple Steps to Avoid Outliving Your Money in Retirement 2.4.15
Fidelity – Baby Boomers Own Too Much Stock
We Proudly Offer Fixed Indexed Annuities to Our Clients
Putnam Institute
Suze Orman – Annuities Article
Advertising Ideas & Samples
Sample Coupon Ad
Ad Idea #1
Ad Idea #2
Ad Idea #3
Ad Idea #4
Ad Idea #5
Oversized Brochure Idea
RPS Brochure Color 3
9×12 Large Postcard Mailer for Prospects
RPS Gift Certificate Ideas
First Appointment Retention Cards
Voucher Letter