EZ Marketing Builder

Imagine being able to quickly and easily create personalized reports, sales and fact sheets, and practice management documents that are personalized to your practice. The EZ Marketing Builder allows you to instantly create "leave behinds" for prospective clients and to generate pieces that will immediately enhance your positioning in the marketplace.

This extensive library of reports/whitepapers, sales/fact sheets, and practice management documents allows you to foster educational opportunities with your clients and prospective clients, as well as create a professional image as you meet with them.

Sales/Fact sheets include professionally designed and personally branded content on subjects like:

• 401(k)'s
• Pension Maximization
• The appointment process
• Social Security Maximization
• Stretch IRAs
• Risk tolerance
• And much, much more!

In addition, you'll gain instant access to professionally designed questionnaires and practice management forms such as:

• Fact Finders
• Client surveys
• Engagement letters
• Conditions of Satisfaction
• And much, much more!

You'll love the ease and simplicity of this system that will immediately elevate your practice to an entirely new professional level!