What We Provide

Customer Presentation CD

This compelling presentation gets your clients to focus on their retirement plans, explains how technical analysis works and how it can work for them, and then closes with a call to action.

Monthly Recommendations

Given the volatility of today's global markets, we believe your investments should be analyzed monthly to allow you to adapt quickly and take advantage of changing market conditions.

Marketing Brochure

This full-color brochure covers much of the material on technical analysis shown the presentation . It can be used for prospecting or as a take-home piece after the client interview.

Action Alerts

Should we get a sell signal for the entire market or for certain sectors, you will immediately receive an email and a phone call advising you to move the affected investments to a cash position.

One-Time Free Analysis

To get you started we offer a one-time free analysis for each plan you are prospecting. Upon subscription, reports will continue on a monthly basis.

Customization for You

We can provide you a customized marketing package that will include your company name on 10 Additional CD's, as well as in the banner and the voice over within the presentation.