Marketing Tips

Leveraging the Power of Dreamware™


By now, you’ve heard the buzz about dreamware™. Agents around the country are using this innovative financial analysis software to deepen existing client relationships, attract new prospects, and generate unsolicited referrals and personal introductions.

Check out one of the most recent success stories from two of our financial professionals in Maryland:

Two weeks ago, they ran a dreamware™ analysis on a client, and as a result of the dreamware™ report that was generated, they ended up opening a $60,000 fixed annuity. The client returned to the office a week later, at which point the producers had reviewed the dreamware™analysis further and stumbled upon a $25,000 CD renewing the next day. When the client was asked what renewal rate she was being offered, she said the local bank was going to give her 3.4%. After a thorough discussion of the differences between CDs and fixed annuities, the producers asked how she would like to receive a guaranteed higher rate on that money instead by simply adding the it to the fixed annuity she was opening up. The client pulled out her checkbook and wrote a $25K check to add to the fixed annuity she was opening for a grand total of $85,000.

The producers indicated that had they not used dreamware™ on this client — whom they’ve known for years - they would have missed the CD coming due, they would’ve lost out on the additional $25,000, and the client would have unknowingly renewed at a much lower rate than they were able to offer her.

These producers indicated that dreamware™ has opened up more new selling opportunities than they could have ever imagined, and the best news of all? The tool they're using to generate such great success is available you too — ABSOLUTELY FREE as a producer with PBS!

For more information on how to receive your own copy of dreamware™, contact your Business Development Director today at (888) 807-9793!

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