North American Marketing Materials

1FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

North American Marketing Materials

How to Use Communications to Help Increase Your Sales

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2FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

How to Showcase North American’s Marketing Materials to Help You Increase Sales

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Showcase North American’s Marketing Materials to Help Increase Sales

• Available Marketing Materials for North American Company

• Where to Access Marketing Materials

• Best Practices for Use

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Available Marketing Materials for North American Company

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Marketing Materials for Just About Every Need

Printed Materials• Products & Services: Agent Product

Guides, Tip Sheets, Flyers, Brochures, Post Cards

• Sales Concept Kits: Agent Guide, Consumer Brochure, Agent Checklist and Case Flyer, Consumer Worksheet, Agent and Consumer Postcards

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Marketing Materials for Just About Every Need (Continued)

Videos• Video: Both Agent

and Consumer Sales Concept Videos

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Where to Access Marketing Materials

Visit us online at www.NorthAmericanCompany.com

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Click on the Sales &

Marketing Tab at the Top and Select Order Marketing Materials

http://www.northamericancompany.com/


Where to Access Marketing Materials (Continued)

Order Marketing Materials

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On the Order Marketing

Materials Page You Can Access

Both Supply Warehouse & Forms Factory



Sales Concept Materials

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Also Under the Sales & Marketing Tab, You’ll Find Sales Concepts.



Agent Sales Concept Videos

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Under the Training Center Tab, You’ll Find Sales Concepts

Videos.



Consumer Sales Concept Videos

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Consumer Sales Concept Videos

Available Right from the Home

Page!


So, What Do You Do with All of These Materials?

Tips & Action Items to Start Today• Develop a plan: Keep it simple – focus on a

particular product or sales concept each month or quarter

Example: July, August, and September—focus on pension maximization using life insurance. October, November, and December—promote the retirement planning concept.

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Tips & Action Items to Start Today

7 Powerful Ways to Help Drive Sales with Marketing Materials

1. Send a Sales Concept Postcard to 5 Clients: Follow up in 10 days with a phone call to ask them about the postcard.

2. Forward a Consumer Sales Concept Video to 7-10 Clients: Ask them to watch the video and let them know you’ll follow up in three days to answer any questions. Or review the video together in person or over the phone.

3. Email or Mail a Consumer Brochure to 10 Clients: Include a handwritten Post-it-note on the brochure or put a message in the email about ways you can help meet their needs.

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Tips & Action Items to Start Today (Continued)

4. Be Consistent: Whatever your focus, include an email signature with something relevant (ask for a referral or pose a question). Include a promotional message on your voicemail.

5. Use a Brochure as a Leave Behind: After a client meeting, leave a brochure about the product or topic you just discussed. Personalize it with a quick note about next steps or a key item discussed.

6. Use a Fact Finder: Each North American sales concept kit includes a client worksheet that gathers relevant information that you can use to help meet their needs.

7. Gain Warm Introductions to People Who Need Your Services: Write a note on a brochure or postcard to new clients asking if they know of someone else who may benefit from your services.

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15FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES. 15NAP-2077 3/13

Questions?Sales Development

800-800-3656 ext [email protected]

mailto:[email protected]

North American Marketing Materials

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