Financial & Insurance Sample Pack

 

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Planning a sales call? Request our FREE targeted FINANCIAL/INSURANCE SAMPLE PACK as the first step of your sales plan. You'll find lots of ideas on who to sell to, popular product samples for the industry, potential vertical markets and MORE. It's completely non-branded, so attach your business card and leave it with your customer.

Sell To:
• Banks
• Credit Unions
• Insurance Agencies
• Title Companies
• Brokerage Houses
• Financial Planners
• Savings & Loans
• Investment Companies
• Mortgage Companies
• Online Loan Services

Popular Product Uses:
• New Member/Client Welcome Kits
• Showcase Products & Services
• List Branches & Hours of Operation
• Safeguard Important Documents
• Organize Closing Documents
• Mortgage & Loan Closings
• Statement Binders
• 401K Services/Retirement Planning
• Student Saver Programs


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