·         Life Satisfaction Index Software™ – Excel-based software program documents subjective well-being. Use it to establish priorities, assign tasks, and track progress

·         40 – Life Satisfaction Index™ survey forms – Investors complete form and advisor enters data into software for number crunching, printing graphic reports and tracking progress

  $295 

·         PowerPoint  Presentation – Life & Wealth Optimization Services™ with Training CD (11 slides)

·         Spiral-Bound Hardcopy of Presentations – Life & Wealth Optimization Services™ and Living in the Endorphin Zone™

·         Audio & Video Training CDs – Learn the process by watching PowerPoint Producer training videos and listen to the audio CD in your car. 

·         5 – Envision Your Ideal Future™ Workbooks – Twenty-four pages; investors develop vision of their ideal future, establish sustainability criteria and complete current Life Satisfaction Index™ survey form

·         Life Satisfaction Assessment software™ – Excel-based software program to document subjective well-being, establish priorities, assign tasks, and track progress

·         40 – Life Satisfaction Index™ survey forms – Investors complete form and advisor enters data into software for number crunching, printing graphic reports and tracking progress

·         Marketing Document Binder and CD-ROM – samples of scripts, forms, letters, appointment requests, e-mail query letters, flyers, ads, invitations, campaigns presentation evaluations, etc.

$995 

·         Marketing Materials –  Email and letter templates, ads, flyers, introductions, etc to get in front of audiences. Additional marketing tools developed based on demand.

·          PowerPoint Presentation§         Lead-Generating: Living in the Endorphin Zone™ (23 slides, 30 to 90 minutes) with script        

·         Spiral-Bound Hardcopy of Living in the Endorphin Zone™ (23 pages)

·         Workbooks for Presentations

§         100 — Living in the Endorphin Zone™ audience booklets (four pages)

§         40 — Envision Your Ideal Future™: participant’s workbooks (24 pages)

·         Appointment Generating Forms (printed on both sides)

§         100 — Living in the Endorphin Zone™ presentation evaluations

§         5 — Envision Your Ideal Future™ workshop brochures

§         5 — Envision Your Ideal Future™ presentation evaluations

§         5 — Next Step appointment requests

·         Training & Support – CD-ROM based audio and  videos, phone and e-mail support.

$1,495

• Optional Basic Training – Two-day training in Orange County, CA. Learn to deliver Living in the Endorphin Zone™ lead-generating presentation with maximum impact.
• Call for details - 800-678-1701

$495 per person

One copy of each for evaluation and “test driving”.

·         Training and Marketing Binder

§         Includes all the letters, forms, presentations, instructions and training videos

·         Color Workbooks for Presentations

§         Living in the Endorphin Zone™ audience booklets (four pages)

§         Envision Your Ideal Future™: participant’s workbooks (twenty four pages)

·         Appointment Generating Forms (printed on both sides)

§         Living in the Endorphin Zone™ presentation evaluation

§         Envision Your Ideal Future™ workshop brochure

§         Envision Your Ideal Future™ workshop brochure

§         Next Step appointment request

$199

• Living in the Endorphin Zone™ Presentation Supplies
  Participant’s booklets, presentation evaluations, Envision Your Ideal Future™ workshop registration brochures – $1.50 each; 50/package

$75 per package

• Envision Your Ideal Future™ Workshop Supplies
  Participant’s workbooks, evaluation forms and “request for appointment with financial advisor” forms – Package of 20

$250 per package

• Life Satisfaction Assessment™ forms
  Investors complete form and advisor enters data into software for number crunching, printing graphic reports and tracking progress – Package of 20

$15 per package