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Seminars Catalog of Leads Check out our Video Series at: leadconcepts.com/videos Direct Mail Marketing That Gets Results

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Page 1: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

SeminarsCatalog of Leads

Check out

our Video Series at:

leadconcepts.com/videos

Direct Mail Marketing That Gets Results

Page 2: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

Lead Concepts, Inc. was founded in 1991 with the mission to provide our customers with the best service and products to grow their business. Our experience and longevity in the lead generation industry is what sets us apart from our competition. We began in a 3,000 sq. ft. office space and have since grown into our own 35,000 sq. ft. industrial building. Our equipment has expanded from simple one-color printing presses to multi-color presses, in both digital and offset formats, as well as machines for inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our quality is second to none.

Lead Concepts, Inc. keeps a long-term database of mail pieces, response rates, and demographics that provide reporting capabilities to demonstrate the best leads, targeted areas, and responder data. Our customers can rely on us to provide accurate and up-to-date information prior to their mailing to better anticipate their response. We know how our leads should perform and we stand behind our products.

To deliver our data to our customers, Lead Concepts, Inc. provides customer access to a customized lead delivery portal; this allows our customers a real-time view of their responses. The system displays the scanned returned mailers along with the recorded data about the prospect. This system can be used to internally manage leads as well as to export to an individual agent or company’s existing CRM. We also offer customization and automation so that these transitions can be seamless and offer the fastest and most effortless boost to the business.

After 25 years of business, we are well-informed about our customers’ unique business needs. From state compliance regulations to CMS guidelines, we have experience in how the industry regulators examine advertising. These details help our customers know that when they are mailing with Lead Concepts, they are using a successful, full-service operation to meet their needs.

1

About Lead Concepts, INC

Page 3: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

25 years of experience = proven results

Once the leads are mailed back our team scans them into our system. The scanned images are then emailed to the client and placed in client portal. Each client is supplied with a login and password for their portal. The portal is custom to each client and gives them the ability to:

Lead Generation Funeral Homes

Real Estate

Agent Recruiting

List Generation

Custom Designed Mailers

Every Door Direct Mail

Personalized Promotional Products

Trade Show Display Products

Graphic Design

Online Portal Access

• Medicare Related Coverage• Final Expense• Mortgage Protection• Long Term Care• Annuities• Seminars / Optional Telephone

Reservation Service• Reverse Mortgage• Required Minimum Distribution

• Overview of several agents lead responses in one place• Assign leads to agents within your agency• Track agents number of lead calls, appointments and sales• View new leads received for each order• View previous orders/historical data• Export spreadsheets of responses• Export PDF files of all or individual leads

PRODUCTS & SERVICES

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Page 4: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Lead Concepts offers a variety of Seminar Mailers designed to fill the room. We offer reservations in 10 days and also offer a rush service to get your mailers out the door and into your prospects’ hands. Lead Concepts has partnered with TeleDirect to offer a stream-lined reservation service for handling all of your reservations. This service includes a maintained web page and an (800) number to give your prospects two easy ways to sign up for your seminars and workshops.

Lead Concepts Seminar Mailers

Reservations as early as 10 days

Rush Service Available

Reservation Service AvailableA stream-lined service including a web page and an (800) number to help you manage your reservations.

Reservations are answered by a live person 24/7.

Please view the following pages for our top-responding Seminar Mailers.

3

Page 5: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Seminar Postcards Black & White 4.25” x 6”

Call Lead Concepts Today

800-283-0187Leads that get results.

COMPLIMENTARY GOURMET DINNER!Attend our FREE Estate Planning Seminar & Luncheon!

You’ve spent a LIFETIME building your estate!Learn how YOU can PRESERVE & PROTECT IT NOW!

CompanyAddress 1City, ST Zip

FIRST CLASSPRESORT

US POSTAGEPAID

PERMIT 17076051

Call 1-800-000-0000 and reserve your seats today

Limited seats available

S-001

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

FREEDinner Seminar

This seminar sponsored by:

Your CompanyAddressCity, ST Zip

RestaurantAddress 1Address 2

City, ST Zip

Day, Date @ Time

S-002

FIRST CLASSPRESORT

US POSTAGEPAID

PERMIT 17076051

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

You and up to Two (2) guests are invited to a FREE Estate Planning Seminar with a Complimentary Gourmet Dinner Served afterwards• Do you have a plan in place if either you or your spouse falls ill?• Where would you go to get information to protect you, your family, or your money?• Find out what the AARP found after a two years study about attorneys and probate.• Discover how to protect your estate from living AND death probate, unnecessary

taxes and nursing home costs.• Find out why #1 New York Times best-selling author Suze Orman says in her new

book, Women & Money that “A Will is not Enough”

Call 1-800-000-0000 and reserve your seats for one of these free luncheon seminars

Day, DateTime

RestaurantAddress 1, Address 2

City, ST Zip

Day, DateTime

RestaurantAddress 1, Address 2

City, ST Zip

You are cordially invited as our Guest to attend an educational

event and insurance sales presentation that includes a Complimentary Dinner.

Kindly choose the date and time that best fits your schedule and guarantee your reservation

today! Nothing will be sold at this educational workshop - there is no cost or obligation. We guarantee it will be time

well spent.

Attendees must be age 50 or over unless prior

approval is given.No agents or brokers.

FREE ADMISSION AND FREE DINNER!YOU’LL LEARN:

√ How to make sure you don’t outlive your money! √ How to boost your return without taking on

unnecessary risk! √ Why volatility is so dangerous in your retirement years! √ Why your accumulation years differ from your

distribution years - when it comes to your investments. �

� Financial Representatives: �

� Name *** Name

Free Dinner SeminarYour Financial Services Presents: Retirement ....... Are You Prepared?

(800) 000-0000Call now to reserve your seats - seating is limited! Our workshops are always

filled to capacity, so call now!

� Your address � City, ST ZIP Phone

S-001 S-002

Qty 2,000 3,500 4,500 5,500 7,500 10,000 12,500 15,000 20,000Price / M $482 $452 $442 $432 $422 $382 $377 $372 $352

Also available in solar yellow or your choice of color. Also available in solar yellow or your choice of color.

Reservation Service Available.A stream-lined service including a web page and an (800) number.

Rush Service AvailableMailed in 48 hours

Recommended Demographics:Ages 62-79; Income $30k+Net Worth $100k+Married and Home Value Indicators

Upgrade to First Class postage for

reservations as early as 10 days

(add $150/m)

4

Page 6: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Seminar Postcards Full Color 4.25” x 6”

Call Lead Concepts Today

800-283-0187Leads that get results.

Admission is complimentary and nothing will be sold at the workshop

CompanyAddressCity, ST Zip

"How to Maximize Your Social Security Benefits"

Seating is limited. Reservations required. RSVP today...

800-000-0000OR Register Online at:www.website.com

LocationAddress • City, STDay, Date – Time

LocationAddress • City, STDay, Date – Time

LocationAddress • City, STDay, Date – Time

S-003

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

FIRST CLASSPRESORT

US POSTAGEPAID

PERMIT 17076051

CompanyAddressCity, ST Zip

www.website.com

Tired of the Roller

coaster ride on the

wallstreet casino?

Come to Lunchor Dinner

Learn how to retain

your Gains and

Have a paycheck

for life!!!

S-004

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

Presented by:

www.website.com

You CAN STILL Plan to Maximize Your Social Security BenefitsIn this brief class, you will learn:

9 WHEN you should APPLY for Social Security - CRITICAL 9 The differences between a great election decision and a poor one – $$$ 9 How to potentially correct your election if you made a mistake

UPDATE!!!The government’s Bipartisan Budget Act of 2015 dramatically changed the rules for Social Security retirement benefits – Beginning Now!!

PLUS… All attendees can receive a complimentary personalized 15 page analysis of their Social Security Benefits showing the “Best & Worst” scenarios.

• Find out exactly how these sweeping changes may impact your retirement• Discover strategies that can help you optimize your benefits under the new rules• Get a second opinion on your retirement income

PLUS: What

are the newest

rules?

Not affiliated or endorsed by Medicare, the Social Security Administration or any government agency.

Logo

CAN’T ATTEND?Check Us Out Now

www.website.com

Please RSVP to 800-000-0000www.website.com

You’re Invited

to Lunch orDinner at

Day, Date Time or Day, Date Time

Restaurant Logo Restaurant

AddressCity, ST Zip

• Fixed indexed Annuities - how do they really work?

• Can I protect my 401k IRA from losses?

• Learn the truth about Reverse Mortgages!

• Learn the truth about long term care!

S-003 S-004

Qty 2,000 3,500 4,500 5,500 7,500 10,000 12,500 15,000 20,000Price / M $515 $485 $475 $445 $437 $405 $396 $389 $366

Not available in the Dallas Greater Area. Not available in the Dallas Greater Area.

Reservation Service Available.A stream-lined service including a web page and an (800) number.

Rush Service AvailableMailed in 48 hours

Recommended Demographics:Ages 62-79; Income $30k+Net Worth $100k+Married and Home Value Indicators

Upgrade to First Class postage for

reservations as early as 10 days

(add $150/m)

5

Page 7: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

PRSRT STDUS POSTAGE

PAIDPERMIT 170

76051

CALL 1-800-000-0000 NOW!

D ON ’ T STA RV E YOU R S AV I NG S .

YOU’RE INVITED TO A COMPLIMENTARY DINNER, FINANCIAL SEMINAR, AND INSURANCE SALES PRESENTATION

PRESENTED BY: <<PRESENTER>>

S-005

Seminar Lg Postcard Full Color 5.5” x 8.5”

Call Lead Concepts Today

800-283-0187Leads that get results.

S-005

Qty 2,000 3,500 4,500 5,500 7,500 10,000 12,500 15,000 20,000Price / M $559 $529 $504 $466 $452 $421 $412 $404 $381

PEOPLE ARE LIVING LONGER IT’S A FACT...

Whether you’re currently retired, close to retiring , or saving for retirement, outliving your retirement savings is a real possibility and can lead to sleepless nights.

Join <<Agent>>, Licensed Insurance Professional of <<Company>>, for a complimentary dinner, financial seminar, and insurance sales presentation that will cover key concepts on how you can potentially increase, extend, and help protect your retirement savings.

By attending, you’ll discover:

• How to implement defensive strategies during turbulent times• How to help protect your nest egg from market pullbacks• How to participate in some of the market-linked gains without

being exposed to market loss

Company Logo

By contacting us, you may be provided with information about insurance and annuities. Annuity guarantees backed by the financial strength and claims-paying ability of the issuing insurance company.

A Special Invitation for

You and a guest are invited to join <<Company>> at

<<First N>> <<LastN>>

RestaurantAddress 1 • Address 2

City, ST Zip

Day, Date at Time orDay, Date at Time

Make your reservation now for this limited event!

1-800-000-0000Or register online at website.com with code: <<Code>>

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

Reservation Service Available.A stream-lined service including a web page and an (800) number.

Rush Service AvailableMailed in 48 hours

Recommended Demographics:Ages 62-79; Income $30k+Net Worth $100k+Married and Home Value Indicators

Upgrade to First Class postage for

reservations as early as 10 days

(add $150/m)

6

Page 8: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Speaker, Title Speaker, TitleEt eum cum que vitis arum conet eaquunt.Libusdaectus et et et hilici od ut re, coreris molenem alit illent quiatet apid mossinum rae imus voluptae as deres aperiorest quia eos acerum il magnimpore enistore eum hiliasperio eossimus quid quati remquia

La quo optas alia simporum faces simi, si consequ aturepudit labore veris volendebis ilictati dite nus arum quaes est autem quunt que cus ut aut et alitatum ese sed quatend iatassum voluptae non earchiliquae arciet

<<Prospect>>,Please Join Us for this Complimentary Meal!

Are you getting the most out of your 401k, TSP, TSA, 403b and IRA, etc?

PRSRT STDUS POSTAGE

PAIDPERMIT 170

76051

Featured Speakers:

Restaurant Logo

Restaurant Logo

Restaurant Image

Seminar Letter Full Color 8.5” x 11”

Call Lead Concepts Today

800-283-0187Leads that get results.

S-006

Qty 2,000 3,500 4,500 5,500 7,500 10,000 12,500 15,000 20,000Price / M $637 $566 $544 $526 $507 $491 $482 $474 $461

<<Prospect>>,Are you getting the most out of your401k, TSP, TSA, 403b and IRA, etc?

Presented by Speaker & Speaker, Come hear facts, not theory. Learn strategies designed to work. Nothing will be sold at this educational workshop. Get your FREE “Social Security Claiming

Guide”, a guide to the most important financial decision you’ll likely make.Topics to be discussed:

With future tax increases and inflation, will your income be sufficient?Stress test your assets to see if they will last.Learn how to earn competitive interest without stock market risk.Learn about the newest uncapped, no loss return strategies for your “safe money”.Compare the highest possible retirement rates that are guaranteed for life.Learn how to potentially protect your assets from long term care events.Tax free alternatives and transformations for your IRA, 401(k), 403(b) and other qualified plans.

This might be the best workshop you attend all year!

Featured Speakers at this informative workshop will beSpeaker, Title and Speaker, Title.

Please RSVP to 1-800-000-0000 (24/7)Call now, last workshops filled up quickly and seating is limited!

Spouses urged to attend!

Sincerely,

Name, Title Name, Title

PS: This could be the best thing you do for your family all year! Expect to have a little fun and obtain some meaningful information with none of the usual financial double-talk.

No Brokers, Agents or Children Please. Good for one family per invitation.Guarantees provided by Annuities and Life Insurance are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This material has been prepared for informational and education purposes only. It is not intended to provided, and should not be relied upon for accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation. This presentation is for the educational purposes only. Appointments may be made at this seminar to discuss the

applicability of information to your individual situation.S-006

LOCATIONAddressCity, ST

DayDateTime

DayDateTime

OR

Signature Signature

Restaurant Logo

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

Bi-folded, Tabbed; Mailed as 5.5”x8.5” card Standard Mail

Reservation Service Available.A stream-lined service including a web page and an (800) number.

Rush Service AvailableMailed in 48 hours

Recommended Demographics:Ages 62-79; Income $30k+Net Worth $100k+Married and Home Value Indicators

Upgrade to First Class postage for

reservations as early as 10 days

(add $150/m)

7

Page 9: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Please Join Me for this Complimentary Gourmet Meal!

SAVE

THE

DATE!

DAYDate

DAYDate

800-000-0000 (24/7)Or Register Online at www.website.com

Complimentary Dinner will be served.

ABOUT THE PRESENTER<<Company>> personalizes each client’s retirement plan to ensure that their clients enjoy their retirement. Insurance Agent and his staff provide straight talk, logical processes, and

effective strategies gained from years of financial experience to optimize resources for a successful retirement. <<Insurance Agent>> works one-on-one with all clients to understand what is important to them, and their families. He listens, and then he develops, implements and monitors retirement plans, designed to limit risk and provide predictable outcomes. He helps his clients avoid common, costly financial mistakes, so they can enjoy a comfortable retirement. <<Company>> believes sound financial results come from objective solutions and tax-efficient investing through a fiduciary relationship.

Picture

CompanyAddress

City, ST Zip800-000-0000

<<VENUE>>

<<VENUE>>

Logo

Seminar Letter Full Color 8.5” x 11”

Call Lead Concepts Today

800-283-0187Leads that get results.

S-007

Qty 2,000 3,500 4,500 5,500 7,500 10,000 12,500 15,000 20,000Price / M $652 $581 $559 $541 $522 $506 $497 $489 $476

SPECIAL INVITATIONYou and a guest are invited to join us for a COMPLIMENTARY GOURMET MEAL and presentation

on my New Generation Retirement Planning Workshop. Retirement is different today than it has been for previous generations and likely will continue to change.

Because of these changes, it is a great time for you to get a SECOND OPINION on your retirement to help address common retirement planning concerns.

IF YOU OWN A CD, IRA, 401(K) OR ARE IN THE MARKET, YOU WON’T WANT TO MISS THIS PRESENTATION!

At my New Generation Retirement Planning Workshop, you will receive information to help you answer these questions and others to help you learn how to prepare for a steady retirement in

a changing world.

Is your retirement ready to stand the test of time?You will learn:

• Can you create a retirement income plan that lasts as long as you do?• Will you receive your full Social Security benefit?• How much risk is your retirement savings exposed to?• Do you have access to technology that can make your retirement easier to manage?• Can you Minimize <<State>> probate while protecting yourself, your spouse and your heirs?

<<Venue>>Address

City, ST Zip

DayDateTime

DayDateTime

OR

Complimentary Dinner will be served!

Seating is limited. To ensure your reservation, Call Today!

(800) 000-0000 (24/7)Or register online at www.website.com

GET INFORMED AND TAKE CONTROL OF YOUR RETIREMENT TODAY!Our guests can expect to have a little fun, a good meal, and obtain some meaningful information.

There are no costs to attend, and no obligation.

Disclaimer Here.

Sincerely,<<Insurance Agent>>, <<Title>>

Can’t attend? Please visit us at www.website.com

Bi-folded, Mailed in 6”x9” envelope; Standard mail

***********************AUTO**3-DIGIT 441 T2 P1PROSPECT NAMEPROSPECT ADDRESSCITY, ST ZIP

FADTATADFFFAADDDATTFTFFDDTDTATTATDTFADTDAADFDFATFADFDDTATDTDTTFDT

Company NameAddress 1, Address 2

City, State Zip

Recommended Demographics:Ages 62-79; Income $30k+Net Worth $100k+Married and Home Value Indicators

Upgrade to First Class postage for

reservations as early as 10 days

(add $150/m)

Reservation Service Available.A stream-lined service including a web page and an (800) number.

Rush Service AvailableMailed in 48 hours

8

Page 10: Seminars - naaip.org · inserting, binding, perforating, tabbing, and high-speed folding. Our investment in the production and control of our products allows us to ensure that our

1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Lead Concepts Order Form Product I would like to order:q S-001 q S-002 q S-003 q S-004 q S-005 q S-006 q S-007

Quantity: ____________________________ q I would like the Lead Concepts Reservation Service ($135 for up to 50 attendees; $250 for up to 150 attendees)

Demographics:

q I would like to use your recommended demographics, OR:

Age Range: ___________ to ___________ q Married

Income Range: ___________ to ___________ q Home Value

q Net Worth Range: ___________ to ___________

Zip Codes I would like to mail to:

1. 2. 3. 4. 5. 6.

7. 8. 9. 10. 11. 12.

13. 14. 15. 16. 17. 18.

E-mail this form to [email protected] or fax to (800) 238-0140

If you have ordered with us before, you can contact us directly to order your mailing.

Contact Information:

Full Name: ____________________________________________________________ Date: _____________________

Address: ____________________________________ Address Line 2:______________________________________

City: _________________________________________ State: ____________________ Zip: ____________________

Phone: ______________________________________ Fax: ________________________________________________

Email Address: ___________________________________________________________________________________

We will contact you to finalize your order.

9

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1909 Hereford Drive, Irving, TX 75038 • www.LeadConcepts.com • (800) 283-0187

Lead Concepts, Inc.1909 Hereford DrIrving, TX 75038

www.leadconcepts.com

Steve [email protected]

Rachel [email protected]

Michael [email protected]

(800) 283-0187

Chris [email protected]

Peter [email protected]

Wendy [email protected]

Rachel [email protected]

Michael [email protected]

Steve [email protected]

Clay [email protected]

Melissa [email protected]

Courtney [email protected]

Gene [email protected]