Presented by Jim Silbernagel, CFP®, LUTCF 25+ Year NAIFA Member MDRT Top of the Table Qualifier Host of Real Wealth® and Power Session LIVE Welcome to the tutorial!

Agenda Who is Real Wealth®? Why is this program free for NAIFA members? How is Power Session LIVE different from other webinars? What is NAIFA ClientCast® and how will it help me? How are other advisors finding success with NAIFA ClientCast®? What is the difference between Basic and Premier Service?

Who is Real Wealth®? Our core mission Educate. Inspire. Motivate.

Our core mission Background on Jim Silbernagel, CFP®, LUTCF Who is Real Wealth®?

Our core mission Background on Jim Silbernagel, CFP®, LUTCF How it all started Who is Real Wealth®?

Our core mission Background on Jim Silbernagel, CFP®, LUTCF How it all started How it all developed Who is Real Wealth®? &

MAKE NAIFA STRONG! “NAIFA ClientCast® is one of the greatest member engagement tools that we have; it creates real sales results. Use this marketing tool for recruitment and retention for our association. Be sure to take advantage of this NAIFA member benefit!” -John F. Nichols, NAIFA President 2013 – 2014

Market yourself to clients and prospects for FREE NAIFA ClientCast® will help you… “I’ve been using the podcast for several years now and it’s been an instrumental part of my practice. It’s easy and fast to use…it differentiates me from all the other financial professionals.” --Ike Trotter, Greenville, MS

Market yourself to clients and prospects for FREE Cross-sell to your clients while you sleep (and while you are awake) “We send it out every month to our clients and prospects, and we have received a lot of positive feedback. In fact, a past podcast on life insurance [with John Wheeler] helped me write $60,000 of whole life premium.” --Adam Solano, Grayslake, IL NAIFA ClientCast® will help you…

Market yourself to clients and prospects for FREE Cross-sell to your clients while you sleep (and while you are awake) Get referrals without even asking “This is the best NAIFA member benefit offered in my 30+ years in the business! I receive direct client feedback and business. It only takes me writing one piece of business to make my NAIFA membership worth the investment.” --Lance Leonard, Issaquah, WA NAIFA ClientCast® will help you…

Market yourself to clients and prospects for FREE Cross-sell to your clients while you sleep (and while you are awake) Get referrals without even asking Learn best practices, strategies & sales ideas to make you a more proficient professional and better business person “Wow, I have missed out on a lot of business over the last 39 years. This is the best information I have ever received in a webinar!” --John Davis, Moberly, MO NAIFA ClientCast® will help you…

1. Sales Ideas What are the two biggest things that Insurance and Financial Professionals are looking for today? 2. Leads

Two-Part Marketing Program for insurance & financial professionals &

Introducing…

Real Wealth® conducts Power Session LIVE webinars each month that give advisors tools, best practice ideas and sales strategies. Best of the best presenters that will educate, train and propel advisors to new levels of success.

BY ADVISORS… FOR ADVISORS “I do a lot of interviews and presentations and today’s webinar was possibly the best I have ever done. Jim has a unique understanding of the subject matter, allowing me to focus on the most important points of my presentation.” -Curtis Cloke, Keynote Speaker 2014 NAIFA-National Conference What’s different about

“Thank you, Jim, for the opportunity to present on the Real Wealth® platform! Your comments throughout the presentation added credibility and value to the solution I was proposing. I was immediately invited to speak at another event by one of your Power Session LIVE attendees! You have a great, engaged audience – it’s nice to know that they found value in the presentation!” -Connie Kadansky, Power Session LIVE Presenter BY ADVISORS… FOR ADVISORS What’s different about

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder “I learned how to ask the right questions when discussing Disability Insurance. Entire program contained great info on helping people with real issues being faced. John and Camille are superstars in our industry, so I took great notes and plan to use some of the strategies that were discussed.”--Rodney Trottman “Engaging in the two disabilities that were presented. I am now on a mission to serve clients and will not be afraid of rejection!” --Nancy Owusu-Dekyi “Good ideas and language for getting appointments as well as sales.” --Kenneth Beer

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen “I have been selling Disability Insurance for many years and wondered if there was a need for both. Learned that both are valuable and how they can be used together.”--Maureen Kirschhofer “Great perspective of controlling the risk factors that may destroy savings and retirement plans for clients.” --Lisa Hatterman “I have a better understanding of what Critical Illness Insurance is. Great tips. I will promote more Critical Illness coverage.” --Stan Evetts

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen Great to Greater, Kevin Gaskell “It was great to listen to a high level achiever outside our industry.” --Dave Skutnik “The inspiration Kevin showed is contagious.” --Michael Kleen “Great reinforcement to change with the times, think outside the box and build a team. Refreshing reminder to get back in the game to work and develop your team.” --Laurel Ziemann

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen Great to Greater, Kevin Gaskell Tools for Advisors & Clients: Taxbot, LinkedIn & Free Rx “All great info. Nice to see what is out there for the clients and to be known as a resource other than financial services.”--John Davis “Free Rx is something that I thought was a myth. I am a first time visitor to this program and I am wondering why I have never participated until today! --Gregory Ahrendt “Great value added service to provide to my clients to differentiate myself from other advisors. First time I joined – I will make time going forward!” --Margaret Remlinger

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen Great to Greater, Kevin Gaskell Tools for Advisors & Clients: Taxbot, LinkedIn & Free Rx MAXIMIZING Social Security, Robin Mueller “Great to learn earning limits and considerations of whether to take early or not. This was by far the best presentation of Social Security I have ever heard.” --Tom Bosshardt “Excellent presentation on complicated subject, in short period of time!” --Joe Anthes “Robin clarified the file and suspend strategy for me, and the 8 items to consider before claiming SS retirement (and the explanations) were very helpful!”--Margaret Aldrich

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen Great to Greater, Kevin Gaskell Tools for Advisors & Clients: Taxbot, LinkedIn & Free Rx MAXIMIZING Social Security, Robin Mueller Business Brilliant, Lewis Schiff “Learned that I should focus on what I am exceptional at. Need to rethink my 3-5 best network opportunities outside of my field. Also need to maximize opportunities for assistance.” --Barbara Cottrell “This material was outstanding and the subject matter is excellent. Everyone wants to know how the Ultra High Net Worth people did it.” --Bill Hammond

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen Great to Greater, Kevin Gaskell Tools for Advisors & Clients: Taxbot, LinkedIn & Free Rx MAXIMIZING Social Security, Robin Mueller Business Brilliant, Lewis Schiff Life Insurance as an Asset Class, John Wheeler “This is great information. I already have two sales ideas and we haven’t even moved off the first PowerPoint slide.” --Tom Zimnoski “It was interesting to see life insurance compared to real estate as an investment class and also to learn that there are fewer agents and more need for our products than ever before.”--Liz Pollock

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen Great to Greater, Kevin Gaskell Tools for Advisors & Clients: Taxbot, LinkedIn & Free Rx MAXIMIZING Social Security, Robin Mueller Business Brilliant, Lewis Schiff Life Insurance as an Asset Class, John Wheeler Individual Tax Returns: A Treasure Trove of Sales Ideas, Larry Fortenberry “This was a fantastic presentation. I have heard similar presentations on the subject but not in these terms or phraseology. Keep up the good work!”-Darrell E. Westby

Protecting Your Most Valuable Asset, John Nichols & Camille Snyder Critical Insurance, Don Hansen Great to Greater, Kevin Gaskell Tools for Advisors & Clients: Taxbot, LinkedIn & Free Rx MAXIMIZING Social Security, Robin Mueller Business Brilliant, Lewis Schiff Life Insurance as an Asset Class, John Wheeler Individual Tax Returns: A Treasure Trove of Sales Ideas, Larry Fortenberry The 5-Step Action Plan, Ed Slott “This one hour webinar was an incredible eye-opener of how to make a difference for clients and CPAs alike. This is exactly what I need to take my business to the next level and generate partnerships with CPAs.” -Linda Stone

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Introducing… An online radio program designed to touch clients and prospects each month with audio content that motivates them to take action with you, their professional. By advisors for advisors

Turnkey marketing program Increased sales & referrals Can be used for mass marketing “A key part of building our practice has always been seminars and events. NAIFA ClientCast® is the perfect tool for developing contact with our prospects as well as keeping us connected with our existing clients. By keeping them up to date with relevant information and educating them on important financial topics, we can provide them with a service like no other.” -Marc Minor, Past #1 Rep with BD

June 2015 Sandy Botkin: Managing & Reducing Your Biggest Expense May 2015 Camille Snyder: How a 23-Year-Old Survives Cancer Apr 2015 Don Hansen: Critical Insurance Mar 2015 Wayne Breitbarth: Explode Your Revenues Feb 2015 Roger Sweaney: Roger’s Inspiration Jan 2015 Robin Mueller: MAXIMIZING Social Security Podcast Guests “The great ideas shared on these podcasts are simple, practical ideas you can use tomorrow. Some you already know, some you have forgotten and a lot will be new. But all of them work!” --Brian Ashe, Past President MDRT

How it works 1.On the first of each month, you receive the NAIFA ClientCast® Message by 2.Copy and paste it into a new , and forward it on to your clients 3.Increased sales and referrals “I have had some really good success, communicating with my clients and finding new opportunities with client relationships. The message and podcast help me to stay in contact with them. I get 4 to 6 appointments after each podcast that I send to my clients.” --Matt Johnson

…Want more focus on YOU and your practice?

How can you use the archive section? 1.Listen to podcast as a reference tool “The NAIFA ClientCast® podcast is one of the most important things we do to offer education and marketing to our clients. Staying in touch with them is much easier this way versus just sending out a mailer. It’s not sales-y – just really good information presented in user-friendly professional format. I’ve learned a lot from it myself!” --Edward F. Downey, Bartlett, IL

1.Listen to podcast as a reference tool 2.Share with personal admins or junior associates for education “Love NAIFA ClientCast® – I think it is awesome! I’m going to use the podcast to educate my clients and train my agents.” --Jose Feliciano, Past #1 Rep with BD How can you use the archive section?

1.Listen to podcast as a reference tool 2.Share with personal admins or junior associates for education 3.Forward to clients prior to appointments “We receive valuable inquiries after each podcast. The podcasts help educate our clients; we would have missed the opportunities presented by them.” --Dennis Prentice, Oswego, IL How can you use the archive section?

1.Listen to podcast as a reference tool 2.Share with personal admins or junior associates for education 3.Forward to clients prior to appointments 4.Forward to your client as a follow up after appointment on specific issues or topics “The beauty of NAIFA ClientCast® is it lets my clients know that their advisor is working outside the box. A week doesn’t go by that I don’t get some kind of client response after distributing NAIFA ClientCast®.”--Paul Hadel, Past #1 Rep with BD How can you use the archive section?

1.Listen to podcast as a reference tool 2.Share with personal admins or junior associates for education 3.Forward to clients prior to appointments 4.Forward to your client as a follow up after appointment on specific issues or topics 5.Download to CD / iPod / other MP3 device How can you use the archive section?

Let your clients know that you have invested in NAIFA ClientCast® as a way to keep in touch and keep them current between meetings. Train staff to promote NAIFA ClientCast® to clients by acquiring addresses (when scheduling meetings, after appointments, etc.) Use your personalized webpage as a standalone website, or use it to drive traffic to your existing website with new content every month How can you MAXIMIZE results using NAIFA ClientCast®?

How can you MAXIMIZE results using NAIFA ClientCast®?

Distribute NAIFA ClientCast® to ALL prospects! Don’t Drop the Ball on Warm or Cold Leads that You Have Acquired!  Workshops  Client events  Seminars  New Acquaintances  Clients’ Family Members  Referrals  Clubs/Associations “I was excited to sign up for the program right away. When I saw the topic for my first podcast “Buying vs. Leasing a Vehicle,” I thought, ‘What does that have to do with financial planning?’ But right after I sent it out, a client reached out to me and rolled over his 401(k), and that was the first program I’d distributed! What a great way to stay top-of-mind with clients!”--Todd Schneider, Southlake, TX

Get addresses for kids and other family members of your current clients. Use NAIFA ClientCast® as a way to introduce yourself to the next generation. Use NAIFA ClientCast® to Lock in Wealth Transfer “I use NAIFA ClientCast® to add value to my current database and provide a prospect “touch” each month for future consideration. They will eventually have a need, so my ongoing communication and client contact will drive their calls back to my office.” -John Ingraham, Shallotte, NC

Banks, Credit Unions, Mortgage Bankers, Attorneys, P&C, Health Insurance Agents, CPA Firms, Civic Clubs and Organizations, Boards of Directors, Churches, Synagogues, and any Volunteer – Non-Profit organizations that you belong to. Use NAIFA ClientCast® with Centers of Influence

Group Benefits 401(k) Plans 403(b) Plans Simple Plans SEPs Use NAIFA ClientCast® in the Group Market as a Value Add for Employees

1.“Please take the time to see if this episode’s topic is of interest to you. If so, make the time to listen to the 20-minute podcast.” 2.“If you feel this show may be of interest to a friend or family member, please forward it on to them.” 3.“Let this be a monthly reminder that if you have had a life event or any significant changes since our last meeting, please reach out to schedule an appointment.” How does Matt Johnson, St. Louis, get 4-6 appointments after each podcast?

1.Create & maintain an distribution list 2.Send announcement letter to clients 3.Distribute NAIFA ClientCast® consistently to your clients and prospects 4.Add NAIFA ClientCast® to existing website, business card, etc. 5.Promote NAIFA ClientCast® when you and/or your staff are in contact with clients. 6.Post reminder on voic , music on hold, etc. 7.Attend the Power Session LIVE webinars each month for valuable best practice ideas and sales strategies 8.Upgrade to Premier Service In summary, to MAXIMIZE your results…

Power Session LIVE: REPS – Agent training on new concepts – Sharpen skills on existing concepts – Train staff and new agents – Stay up-to-date on timely issues NAIFA ClientCast®: CLIENTS – Cross-selling opportunities – Drip marketing to prospects – Strengthen client-agent relationship (retention) – Puts referrals on auto-pilot – Train staff and new agents Summary

Value of webinar: $100/month Value of customized website:$50/month Value of podcast:$100/month Value of online marketing tools:$100/month including Power Session LIVE and podcast library TOTAL VALUE:$350/month What’s Included Normal price: $250 setup fee, $250/month

Basic Service – Access to the current month’s podcast to share with your clients – Access to the current month’s Power Session LIVE webinar – Online marketing tips and materials – Live sales support Premier Service – A personal customized webpage to share the podcast with your clients – A library of podcasts categorized by topic on your webpage – Insider-access to our marketing website for advisors, including the full Power Session LIVE library Your options through NAIFA Free with your NAIFA membership! $99 setup fee + $15.95/month with your NAIFA membership!

Weekly podcasts$39.95/month Distribution – Monthly podcasts:$50/month – Weekly podcasts: $200/month – Or: Attend tutorial Free Compliance pre-approval – Monthly podcasts: $100/month – Weekly podcasts: $300/month – Or: Buy transcript $25 each Other Requested Services

Questions The NAIFA ClientCast® Team Powered by Real Wealth® (877)