3. COUNTRY FINANCIAL
Generation Y Survey
3
55 Generation Y took the survey
48, 87.27%
7, 12.73%
Would you like to research your financial rep before
meeting with them?
52
3
0
10
20
30
40
50
60
Yes No
%
Would you like to get updates on your potential
investments?
54%35%
11%
Do you have a budget?
yes
no
I want one, but I don't
know how to make one
7. Date
Name
Address
City, state, zip
Subject: Keep your 401(k) on track
Dear :
401(k) plan sponsors are like train conducts-their jobs are
to ensure a positive experience for their passengers through
skillful operation and diligent oversight. But both face
hazards.
Let us help you keep your 401(k) running smoothly. Start
by downloading our free whitepaper- “Is your 401(k) really
doing okay?” at www.countryretirementplans.com. It
discusses five areas that can derail your plan:
Investments
Plan design
Compliance
Plan administration
Participant communication
While you’re on our website, take a look at how
COUNTRY Financial can help you optimize your 401(k).
Then give me a call at (number) to learn more.
Sincerely,
Subject: It’s never too early to start on your 401(k)
Dear [client]:
Have you started planning for your retirement years yet?
Are you informed on the different kinds of 401(k) plans?
COUNTRY Financial is here to help:
Visit our website: www.countryretirementplans.com to learn about
different plans.
Check out our company values and how we can fit into your
lifestyle.
Give us a call at 309-000-0000 when you’re ready to start planning
for your future.
Sincerely,
[name]
COUNTRY Financial Representative
Office Location
309-000-0000
LinkedIn Website
Facebook link
9. COUNTRY FINANCIAL
College Campus
9
Sponsoring
Events
50% of Millennials
will try a sponsored
product according to
Nielson TV rating
Brand Marketing and
Awareness
Free
Merchandise
Download the app
Like the social media
pages
Brochures
Inter-
University
Competition
PINK Nation by VS
competition
11. COUNTRY FINANCIAL
Planning Station
11
• Personalized
• Informative
• Ease of Use
• Client-facing screen
• Updates
• Accessibility
• Required rep use
Pros Improvements
12. Competitors
“My focus was initially on sales, but I switched my mindset to have a
relationship with my clients- and it has paid off.
When millennials don’t want to buy products, my rebuttal is my
knowledge.
I tell them instead, just hear what I have to say and take information
home with you for when you do need it in the future.”
-Northwestern Mutual Rep
