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DESKercise Sun Life presentation DESKercise Sun Life presentation Presentation Transcript

  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.org“My name is Norman Evansand I have an idea I’d like todiscuss with you”
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgThis idea will help Sun Lifein many ways, especially byhelping advisors sell more.1.The One Minute Exercise2. ASSET Inc. case study3. Solution for Sun Life
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgONE MINUTE EXERCISES throughoutthe day can help you prevent health problems,increase your level of brain activity,and reduce overall stress levels,wherever you may be.
  • Delivering sustainable solutions since 1986 starcmn.comD© 1986-2013 Copyright The Evans Corporation - CMN The Creative Marketing Network Inc.
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesNorman Evans, The Creative Marketing Network Inc. (CMN)1971 - 1977 : Creative Director, Evans Advertising, UK1977 : Immigrated to Canada1977 - 1979 : Confederation Life Insurance Company(Specialist in Disability Insurance)1980 - 1982 : Apple C.O.R. customer-oriented sales training1983 - 1985 : Developed Value-Added STAR planning system,combining SPIN methodology (Xerox sales training)1985 : Founded The Creative Marketing Network (CMN), integratingadvertising, PR, and event strategies for emerging technology companies1986: Launched Desktop Publishing Laser Printer for Apple Computers1989: Published Creative Marketers Handbook:Plan the Work, Work the Plan1987-94: Agency of Record (AOR) for Microsoft Canada1994 - today : Working with the Whos Who of technology companies2000 - 2011 : Creative Director and Corporate Strategist, ASSET Inc.(developed the ASSET Highway system to manage the life-cycle of a loan)2009 - 2011 : Developed the DESKercise calendar program for ASSET2011 - 2012 : Creative Director, D+HPartial client list:
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesNorman Evans, The Person1987 - 1988 : 5 incidents of profound ischemia (lack of blood supply to hisheart) the cause of which was a 100% blocked right coronary artery,discoverer through an angiogram conducted in July 1987, 2 months afterhis 40th birthday.1988 : Toronto Rehab prescribed a ‘walking-exercise’ prescription1989 - present : Heart disease survivor who reversed his arterialblockages without surgery!In 2008 designed and produced the first DESKercise calendar for the financialservices industry expounding the idea that ‘sitting at your desk, doesn’t have tobe a pain’.2009 – 2012 : the calendar was successfully published in various designs.This series of exercises were called:Don’t wait do it! – DESKercise.
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesASSET Inc.Deskercise campaignNote pad #1Double sidednote pad #2Front Back2011 CalendarDeskercise bookletDeskercise posterThis campaign was designed to promotea healthy workplace.Doing these stretching exercised throughoutthe day can help you focus and preventhealth problems, increase your level ofbrain activity and reduce over all stresslevels without ever leaving your desk.
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesCorporate Calendar 2010
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesCorporate Calendar 2011
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesWinner of the 2012Microsoft User ExperienceAward for a Mobile AppThe DESKercise program wasconceived by Norman Evans andembedded into the core marketingmessages at ASSET Inc. adding valueto the employees and customerexperience.The DESKercise is now available as acustom white-label program.
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesWinner of the 2012Microsoft User ExperienceAward for a Mobile App
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgDe-stress. Breathe. Stretch.Smile. Walk. Get fit. Lose Weight.Be happy. Dont wait, do it now!
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesONE MINUTE EXERCISES:
  • Delivering sustainable solutions since 1986 starcmn.comASSET Identity GuidelinesDESKercise App - Winner of the 2012 Microsoft User Experience AwardNorman Evans: Concept, Creative Direction, and Writing:Ronnie Napoleon Pereira: Original Art and TypographyMark Ironside/Jayde Ironside, www.newmedistar.tv APP Development Team
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgThe One Minute Exercise WarningThis exercise routine is designed to be habit forming.
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgHow does this helpSun Life Financial?
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgThe Advisor’s biggest problems:Having the motivation to makethe call and win the meeting&Overcoming the under-appreciationof the value of their service
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgOther Advisor’s problems:1.Qualify the prospect2.Find the need3.Show the value of planning4.Move prospect to action
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgA new idea to help the Advisor:Start by giving instead of taking.Giving prospects the gift ofplanning on another level byhelping them understand thatpeople with plans worry less andsave more.
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgBy providing Advisors a calendarthat they can use in the field toexplain the value of building aplan today.Why today?Because if you knew the futureyou wouldn’t need insurance.
  • SituationThe world and how we work has changed. The newtechnologies offer us the ability to reduce costs andincrease productivity but at a high price to our well-being.Life is becoming more stressful.We are more sedentary, often sitting more than 8 hr a day.It is difficult to find ‘time’ for ourselves and our families.© 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.org
  • ProblemsProcrastination: no time for exercise, too busy,programs and health clubs too expensive, lack ofmotivation.Anxiety and Stress: People often turn to food, alcohol,drugs, and other destructive ways to deal with theiranxiety and stress.Obesity, heart disease and stress related illnesses areat record highs, as are the costs to society.© 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.org
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgEarning the right to have your message on aclients wall, desk, or phone for a whole year isincredibly valuable in building goodwill, trust,and confidence in Sun LIfes advisors.
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgThe DESKercise calendar / programis a user-friendly, high-touch, low-techway for advisors to engage and qualifyprospects in a conversation aboutfinancial planning.
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgIts an Employment Benefit Package:* Increase productivity and sales* Better demonstrate the value of insurance* Attract and retain the best advisors* Enhance customer relationships* Goodwill associated with the brand* Reduce health problems
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgHow will this help the Advisors:* Better way to qualify and engage prospects* Overcome call resistance* Enhance their prospecting and qualifying skills* Give the gift of a plan to achieve “Money for Life”®
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgWhen is the best timeto buy insurance?When you can.
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgThe DESKercise calendar, screensaver,"exercise prescription notepads", and mobile appswill provide a sense of planning, so that prospectscan plan their life and live their plan to achieve theirgoal of financial independence.
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgIs there a value in having a healthycustomer, and a more productiveand successful advisor?What is this value worth?
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgprospect/ clientadvisors Sun LifeAdding value to the relationships of Sun LIfesadvisors and clients by leveraging the existinginvestment in marketing, branding, and salescollateral.DESKerciseProgram
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgThe ROI of Exercise"Motorola invests $6 million annually into its WellnessInitiative program, which promotes the long-term healthbenefits of its employees, family members and retirees.For every $1 that Motorola invested in the program,$3.93 has been saved."- US Department of Health & Human Services"Coke campaign targets obesity worldwide. New adlaunched at sensitive time as consumers grow morehealth-conscious"- The Globe and Mail, Tuesday, April 23, 2013
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgThe ROI of Exercise"Big responsibility, big opportunityApproximately 58% of the 2.67 million self-employedCanadians have no disability insurance... huge market thatadvisors would be wise to tap into"- Investment Excutive, February 2013
  • © 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.orgNext stepsEngage CMN in a planning process to evaluatethe opportunity and scope a pilot program(DESKercise-based sales training).Develop the strategy, tactics and budget toimplement the program in the Toronto office.Perfect the solution and progressively roll it outwith on-going improvements to all 3,600 advisors.
  • www.DontWaitDoIt.com© 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.org