• President and CEO of Senior

Tax Advisory Group

• 16+ years in the insurance industry, specializing in the sale of index annuities

• Company has developed a client base of 700+ clients, purchasing over 220 million dollars in indexed annuities

®

2014 Senior Tax Advisory Group

Senior Tax Advisory Group

• We are in the Service Business.

• The Service we give will reflect the Income we earn.

• If you really want to increase your income, develop more creative ways to increase your SERVICE.

The 2 Main Functions of our Company

–YOU SELL –YOU SUPPORT those who sell

Senior Tax Advisory Group

2014 Senior Tax Advisory Group 2014 Senior Tax Advisory Group

Team approach Every person on the team is valuable

Standard Operating Procedures Front office Advisors Back office

2014 Senior Tax Advisory Group

Senior Tax Advisory Group

2014 Senior Tax Advisory Group

The secret to giving Great Service.

Remember your 7C’s.

Simple Words that will Effectively Increase your Quality of SERVICE.

Senior Tax Advisory Group

2014 Senior Tax Advisory Group

People have to believe that you are Sincerely Concerned about THEM.

You may say “I am concerned.”

When we are fatigued or having a bad day, we stop showing that concern.

I feel you can’t show Genuine Concern without the 2nd “C”.

CONCERNED

2014 Senior Tax Advisory Group

In-depth product knowledge.

Update your knowledge…books, tapes, product brochures, sales training…

The enemy of learning is knowing; when you feel you know it all and you quit learning, you stop increasing your competency.

COMPETENCY

2014 Senior Tax Advisory Group

Good manners are absolutely a must.

Treat others like you would want to be treated.

Be courteous, be nice, and people will want to do business with you.

COURTEOUS

2014 Senior Tax Advisory Group

Committed to being a student of the profession.

Committed to giving service.

Committed to get through challenging times.

COMMITTED

2014 Senior Tax Advisory Group

Please control your emotions.

Learn composure. Take deep breaths.

Sometimes you have to self-talk.

COMPOSED

2014 Senior Tax Advisory Group

CONSISTENT

EVERY DAY YOU ARE GIVING SERVICE.

EVERY DAY you follow up. Sales people are on a rollercoaster. Let’s work on consistency, being the

same today as you were yesterday. Work on these emotional highs and lows.

2014 Senior Tax Advisory Group

CREATIVE

A pro, when up against a wall, can come up with a move to get the appointment or write the business.

You have to be creative in your sales, and marketing, today.

Most of all, you have to be creative in your ways of SERVICE.

7 C’s Recap CONCERNED COMPETENT COURTEOUS COMMITTED COMPOSED CONSISTENT CREATIVE

Better Service Acquire More Clients Earn Higher Income

2014 Senior Tax Advisory Group 2014 Senior Tax Advisory Group

2014 Senior Tax Advisory Group

Services we provide

Insurance Services Tax Services Legal Services Brokerage Services

Financial Services Client Services Educational Services Community Services

Building Relationships

Finding a company that mirrors your values, purpose and commitment is difficult.

Finding a company that does everything and still offers great Service – even harder…

Davis Life & Annuity has been doing that for our company and clients for the last 16 years!

2014 Senior Tax Advisory Group

Davis Life & Annuity

SUPER STARS

2014 Senior Tax Advisory Group

Be the BEST at Providing

GREAT SERVICE

2014 Senior Tax Advisory Group

Senior Tax Advisory Group