deskercise sun life presentation

© 2013 Norman Evans The Evans Corporation All Rights Reserved. www.hopeforhealth.org

“My name is Norman Evans and I have an idea I’d like to

discuss with you”


This idea will help Sun Life in many ways, especially by helping advisors sell more.

1.The One Minute Exercise2. ASSET Inc. case study3. Solution for Sun Life


ONE MINUTE EXERCISES throughout the 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.com

D© 1986-2013 Copyright The Evans Corporation - CMN The Creative Marketing Network Inc.


ASSET Identity Guidelines

Norman 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), integrating advertising, 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 Who's 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:



Norman Evans, The Person

1987 - 1988 : 5 incidents of profound ischemia (lack of blood supply to his heart) the cause of which was a 100% blocked right coronary artery, discoverer through an angiogram conducted in July 1987, 2 months after his 40th birthday.

1988 : Toronto Rehab prescribed a ‘walking-exercise’ prescription

1989 - present : Heart disease survivor who reversed his arterial blockages without surgery!

In 2008 designed and produced the first DESKercise calendar for the financial services industry expounding the idea that ‘sitting at your desk, doesn’t have to be a pain’.

2009 – 2012 : the calendar was successfully published in various designs.

This series of exercises were called:Don’t wait do it! – DESKercise.



ASSET Inc.Deskercise campaign

Note pad #1

Double sided note pad #2

Front Back

2011 Calendar

Deskercise booklet

Deskercise poster

This campaign was designed to promote a healthy workplace.

Doing these stretching exercised throughout the day can help you focus and prevent health problems, increase your level of brain activity and reduce over all stress levels without ever leaving your desk.



Corporate Calendar 2010



Corporate Calendar 2011



Winner of the 2012 Microsoft User Experience Award for a Mobile App

The DESKercise program was conceived by Norman Evans and embedded into the core marketing messages at ASSET Inc. adding value to the employees and customer experience.

The DESKercise is now available as a custom white-label program.



Winner of the 2012 Microsoft User Experience Award for a Mobile App


De-stress. Breathe. Stretch. Smile. Walk. Get fit. Lose Weight.Be happy. Don't wait, do it now!



ONE MINUTE EXERCISES:



DESKercise App - Winner of the 2012 Microsoft User Experience Award

Norman Evans: Concept, Creative Direction, and Writing:Ronnie Napoleon Pereira: Original Art and Typography Mark Ironside/Jayde Ironside, www.newmedistar.tv APP Development Team

http://www.newmedistar.tv/


The One Minute Exercise Warning

This exercise routine is designed to be habit forming.


How does this help Sun Life Financial

?


The Advisor’s biggest problems:

Having the motivation to make the call and win the meeting

&

Overcoming the under-appreciation of the value of their service


Other Advisor’s problems:

1.Qualify the prospect 2.Find the need3.Show the value of planning4.Move prospect to action


A new idea to help the Advisor:

Start by giving instead of taking.

Giving prospects the gift of planning on another level by helping them understand that people with plans worry less and save more.


By providing Advisors a calendar that they can use in the field to explain the value of building a plan today.

Why today?

Because if you knew the future you wouldn’t need insurance.

Situation

The world and how we work has changed. The new technologies offer us the ability to reduce costs and increase 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.


Problems

Procrastination: no time for exercise, too busy, programs and health clubs too expensive, lack of motivation.

Anxiety and Stress: People often turn to food, alcohol, drugs, and other destructive ways to deal with their anxiety and stress.

Obesity, heart disease and stress related illnesses are at record highs, as are the costs to society.



Earning the right to have your message on a

client's wall, desk, or phone for a whole year is

incredibly valuable in building goodwill, trust,

and confidence in Sun LIfe's advisors.


The DESKercise calendar / program

is a user-friendly, high-touch, low-tech

way for advisors to engage and qualify

prospects in a conversation about

financial planning.


It's 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


How 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”®


When is the best time to buy insurance?

When you can.


The DESKercise calendar, screensaver,

"exercise prescription notepads", and mobile apps

will provide a sense of planning, so that prospects

can plan their life and live their plan to achieve their

goal of financial independence.


Is there a value in having a healthy customer, and a more productive and successful advisor?

What is this value worth?


prospect / client

advisors Sun Life

Adding value to the relationships of Sun LIfe's advisors and clients by leveraging the existing investment in marketing, branding, and sales collateral.

DESKerciseProgram


The ROI of Exercise"Motorola invests $6 million annually into its Wellness Initiative program, which promotes the long-term health benefits 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 ad launched at sensitive time as consumers grow more health-conscious"- The Globe and Mail, Tuesday, April 23, 2013


The ROI of Exercise"Big responsibility, big opportunity

Approximately 58% of the 2.67 million self-employed Canadians have no disability insurance... huge market that advisors would be wise to tap into"

- Investment Excutive, February 2013


Next stepsEngage CMN in a planning process to evaluate the opportunity and scope a pilot program(DESKercise-based sales training).

Develop the strategy, tactics and budget to implement the program in the Toronto office.

Perfect the solution and progressively roll it out with on-going improvements to all 3,600 advisors.

www.DontWaitDoIt.com


deskercise sun life presentation

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