Wednesday, September 7, 2016

Bring a bit of "FRESH" to your event and seminar lineups...

re; have an eventful 2017

by Tammy de Leeuw

If you are an advisor, CPA, insurance agent, etc.. you probably feel pretty hamstrung with the weight of new and old regulatory issues hanging over your head.  Add to that increased IRS scrutiny of just about every tax solution you offer your clients and it's enough to make advisors want to walk away from even very lucrative practices.

For most of you, having to send in every marketing piece you create- from seminar slides to envelopes to articles and photos, is a huge (and often totally unnecessary) pain.

So... what else can you do, right now, to put yourself in contact with more of the kinds of prospects for whom you can provide solutions?

It's the same thing I have been telling you for years-- EVENT MARKETING.   

There's a lot to love about event marketing, including:

1, If done properly, it is almost always free of compliance issues.
2. Even though it's a lot of work- it can be a lot of fun.
3. Events can help you achieve "good citizen" status by allowing you to give back to your community.
4. Producing or sponsoring events can help you raise awareness of, and funds for, your favorite non-profit.
5, Events can reduce your cost of qualified leads substantially.
6. Many events can be done for a third less than a typical dinner seminar.

Three event types that can make you stand out from the competition

1."Green events"  These include electronic waste disposal days, "SHREDDER" parties, dump days, fire prevention, water conservation, etc.
2. Fundraisers- benefit popular local charities and non-profits.  Examples:  raising money for the local high school cheerleading squads or sports teams, scouts, youth programs, new libraries, etc.
3. Health-related events.   Free screenings (blood pressure, diabetes, etc,)  womens' health events, nutrition and fitness presentations, Alzheimer's information, etc.

All of these events do require planning and lots of advertising and PR to ensure attendance and success.  I am often amazed at how little thought event planners put into the most challenging aspect of event marketing: getting butts in the seats.   It seems sometimes that more thought goes into deciding what music to play than in performing the crucial tasks necessary to ensure a great turnout.

Another often-neglected task associated with events is data collection.  If you want to succeed with event marketing, you MUST have a method by which you are able to collect data for use in later marketing.  Having 3,000 people at your event does you little good if you can't get in touch with those people later.  Remember, the primary reason for doing this is to grow your list.

Soon, I will be providing you with insider secrets on event marketing and other stealth marketing tactics designed to free you from compliance hell and help you grow your database.

If you'd like to be part of this unique mastermind, make a reservation now at:

Tuesday, August 30, 2016

Asset Protection In Uncertain Times

by Tammy de Leeuw

If you're a financial advisor or insurance agent who is looking for a new topic you can use to capture the attention of prospects and clients..

Or, you are a business owner with valuable assets that are in danger of being lost due to lawsuits, divorce proceedings, tax issues, civil asset forfeiture, or bankruptcy...

Then you need to download this free Ebook from asset protection specialist Ryan Fowler.
This book will give you great insights into why everyone who owns anything valuable such as land, a home, cars, collectibles, etc, needs to properly protect those items.

You'll learn how to do this.. and more,.

When you finish reading this book, you'll also want to contact Ryan and set up a time to talk about how you can use asset protecting planning to sell more life insurance or annuity products.

Get the download now and BE SURE to put your correct information so Ryan can set up a free consultation with you.

Monday, August 22, 2016

re: fast and easy ways to jump on the smart phone marketing bandwagon...

I made a short video to help you explore ways you can add the power of smart phone marketing to your business and gain more clients, faster.

Check it out here:

Monday, June 27, 2016

Highlight from the Cannabis Business Summit and Expo: Sage Analytics: New Device to Determine Cannabis Potency

Last week, I had a chance to learn more about how medical cannabis has gone high tech.  As more states begin to legalize cannabis (aka "marijuana") a new crop of entrepreneurs is arising.

Medical marijuana is an emerging industry in need of specialists in fields such as chemistry, biology, horticulture, sales, marketing and.. yes, even financial services and insurance.

Below is a clip from one of the dozens of high tech vendors I met at the conference.

Thursday, June 9, 2016

Webinar Replay: An Easy and Inexpensive Way To Gain A Mobile Marketing Presence

re:  We had a great webinar this morning!

Here is the recording of the #Cardsite webinar I had featuring creator Adam Taylor.    If you watch it and act TODAY before midnight Pacific time (June 9, 2016)- you can still access the special pricing.

For the cost, this is hands down one of the cheapest ways to get a functional, custom mobile site for your business, attached to a very cool digital business cards.  You can see my card in action by going here:

Tuesday, May 31, 2016

What is "predictable irrationality" and why is it so critical to your marketing?

This video is a few years old, but its' principles are even more applicable in today's weird world.
Watch it if you want to learn exactly how to tailor your marketing to tap into the way people really think.

Also, check our next webinar on June 9th.  More information here:

Wednesday, March 23, 2016

Thursday, March 23rd Teleconference for Agents and Advisors

re: Thursday, March 22:  10 AM Pacific, Noon Central, 1 PM Eastern

We'll be discussing some of the techniques our agents use to get in front of more business owners and self-employed professionals.

Dial-in Number: United States (563) 999-2090
Access Code: 234-065

If you'd like the seminar e-book download, it is available for a few days more atL

Wednesday, March 16, 2016

Get Media Authority Citations... Without Paying A Fortune

re: Any business can benefit...

If you are a financial advisor, insurance agent,
or small business owner,,,
You've probably seen media logos

 like the ones above and thought...

"Are these legit?"

And... "Do they really work?"  If they ARE effective, how can I get these without having to pay some ad agency a fortune?

In this video,  I answer these questions and more.

Thursday, March 10, 2016

Thursday, March 10 Teleconference for Advisors and Agents

re: Teleseminar, March 10  BOOTCAMP LINK:

Join us for a short teleseminar to update you on our progress in getting in front of more boomer business owners.


Dial-in Number: United States (563) 999-2090
Access Code: 234-065

There are limited seats on the call, so be sure to be on time/
10AM Pacific, NOON Central, 1PM Eastern
Bootcamp Purchase LINK:

Teleseminar Agenda Thursday, March 10th
With Tammy de Leeuw

I.                    Obamacare Update:  More doors are opening as business owners realize they do have alternatives.  Feedback has been positive.  Rick will speak to between 80-150 business owners on his “tour.”  (
a.      Live speaking best source of free/cheap leads. Getting data is CRUCIAL
b.      Agents passing out trifold brochure to professional corporations
c.       Wide net pulling in INTERESTED seniors
d.      Products sold: IUL, annuities, supplemental health insurance, private pension plans, college planning, mutual funds, etc… virtually anything else is a candidate
e.      Finding business owners money to fund their retirements
Crucial to all of this: FOLLOWUP FOLLOWUP FOLLOWUP.  You must be diligent following up and diligent in getting the data at each and every meeting   Strive for 80-90% of your data cards returned at every meeting.
Followup: We are building drip template for agents to use in Icontact, Constant Contact, Infusionsoft, etc..
We provide our agents with personalized color tri-folds that they can order at slightly above cost.  We have data card templates and website templates. Speaking outlines, videos.

II.                  USA BIZ Lending
III.                Asset protection
IV.                Event sponsorship
V.                  Media citations

Frequently requested resources:
CAL STAR SUPPLEMENTAL AGENT SIGN UP (check to see if products available in your state)
Sign up in the "Sales Representatives" link in the upper lefthand side of the page
When asked for a password, use "ruby"
Still working the senior market?  WHY???????
Truth About Obamacare and Business Owners

If you want help with any of the following:
  •  Better, more search friendly WordPress website
  •   Direct mail and deep discount professional printing
  •  Contracting with our MGA
  •  Creating your own podcast or other content
  • Social media marketing
  • Creating lead magnets or sales funnels
  • Appointment setting
  • Media citations and press releases

Monday, March 7, 2016

Special "Secret Sauce" Teleseminar for Agents And Advisors, Thursday, March 10

re: teleseminar on Thursday, March 10 10 AM Pacific, Noon Central, 1PM Eastern


from Tammy de Leeuw

Don't miss your chance to grill me on the marketing initiatives we've undertaken with Obamacare, the business owner refinance program, asset protection, and the new lead company you WON'T BELIEVE.

LIVE and unrehearsed on Thursday, March 10th at 10AM Pacific, NOON Central, and 1PM Eastern.

Sign up on the form in the top right hand corner of this blog and I will send you the call in and code.

Do it now as space is limited to a maximum of 99 attendees.

Friday, February 12, 2016

Three Webinars Agents And Advisors Don't Want to Miss..

re: the collection..

If you missed these webinars on how agents and advisors are getting the attention of  more business owners and retirees... then you need to watch them as soon as you can and then CALL ME to learn how you can do likewise (even if you are a captive agent...)

1. We are finding employers with fewer than 50 employees money they never knew they had..

2. 7 Minutes- Marketing Ideas for Advisors 2016

3. The original webinar that started it all.  How advisors and agents can use HSA's and other methods to help business owners save money.