Jeff C. Florida (with Key Financial since July 2005)
You ought to be using Key's seminar mailer. It's turn-key. They provide a high quality mail list, phone service to take calls, and an invite that works (at a great price). We just log-in to their site and see the reservations come in. It all starts with filling the room . . . Key Financial does that for us so we can focus on setting appointments.
Tim J. North Carolina (with Key Financial since May 2009)
Jenell, I just read your response to that variable annuity article - awesome is all I can say. Your product knowledge is incredible. You are very good at what you do and know. Thanks for your continued help in supporting my indexed annuity sales.
David C. Georgia (with Key Financial since August 2011)
Jenell, I have to complement you guys on something. I have been in this business for over 22 years and have been promised a lot of different things, from marketing help, to leads, to educational help, to back office support, to anything under the sun. Everyone promises they will help take my practice to the next level. Everyone over promises and under delivers. That is, except you guys. You promised a sales and marketing kit in exchange for me simply licensing with one of your carriers, and that is what I got. You promised a kit that was full of marketing and sales ideas, and that is exactly what I got. And for once it had more stuff than was promised. I received a professional binder with illustrations, several CDs to listen to, a script for both the interviews and the seminar, plastic coated protected sales slides, and much more. I can't believe it! A marketing company that actually delivered what they said they would. Wow!
Just scanning through the FIA Bible I have already picked up some things I will put to use right away. This is not some cheaply put together binder with a bunch of copies thrown in. It is a nice expensive binder filled with tools that I can actually use. And I feel sure this was quite an investment to put together for just a "promise" to do some business with Key. Well let me tell you; you guys held up your end of the bargain, and I will certainly hold up my end. Thanks again for putting together a tool that REALLY will help with sales and marketing. Thanks also for sending it when you said you would. It was like Christmas in August!
Rich K. California (with Key Financial since October 2005)
I have complete confidence in Key Financial's ability and resources to help me with my marketing plans. They do everything from designing my invitations and providing the mailings to personalizing a seminar to fit my personality. After designing a new seminar, more appropriate for today's economy, I booked over 60% appointments. Everyone in the office is easy to reach and always willing to help. A price cannot be put on the value they are to my business.
John South Carolina (with Key Financial since May 2008)
Jenell, thanks again for coming out and seeing my seminar. I have to take my hat off to your suggestions . . . they seemed to work. I consider last night's seminar a very big success. I had 44 attendees (25 buying units) - I got 10 appointments . . . a much improved appointment percentage for me. They really did clap at the end too.
Richard B. Florida (with Key Financial since April 2009)
In my 16 years in this business, no FMO has supported and helped me in my business like Key Financial Group.
Dana P. North Dakota (with Key Financial since March 2009)
I've been in the financial and insurance business for several years prior to Key Financial Group. The staff at Key Financial answer their phones with personal help (always pleasant, always serving) that being exactly what I was looking for in a NMO. Greg and Jenell have a unique ability delivering safe money concepts with such simplicity and clarity as well as numerous marketing programs to help close more business. Greg, Jenell and staff, thank you for helping me help my clients understand the benefits of having alternative choices in a confusing financial world.
Joe H. Florida (with Key Financial since May 2008)
Two things make the difference and that is why I do business with Key Financial - consistency and knowledge. Anytime I call with a question or need help on a case, I can reach Jenell or Greg. They always deliver helpful and accurate information. I haven't found this to be true of all FMOs. This business is tough enough (I don't need to waste my time chasing down answers and then end up with the wrong information). Key Financial makes it easier.