Creative Closing Tool

One financial planner used this tool and tripled his closing rate! Graphs and charts are key tools used by financial planners and insurance agents to describe the benefits of their services and products – but how effective are they? For the many who are uncomfortable with discussing money and have limited experience and knowledge about financial planning, these tools just add to their confusion. The Genimation Group developed this tool to help a financial planner connect with his clients and explain the value of his services and products in a way his clients could understand – and more importantly connect with. The tool was using piles of customized Ultimate Closer currency – millions of dollars of currency – to demonstrate the impact of his products and services. The result? He tripled his closing rate! If you want to know more about this system and even order your own Ultimate Closer currency, visit our website at

  • Winsor Pilates

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