Elevate Your Brand
Our marketing team will review your business and budget, find the right marketing solution to help you reach more customers and help you take advantage of our live and online events. We have the resources to help you brand your business, gain new leads and retain your customers.
Branding and Awareness
Strong digital experience
for your customers
Professional videos for your
website and email campaigns
Recognition in your market with
both earned and paid media appearances
AGENTS IN THE NEWS
Get recognized as your area’s go-to financial professional when you regularly appear in local new segments discussing timely and trending financial topics. We do the work upfront, pitching topics to local TV stations and developing scripted interviews for you.
Lead Generation and Prospecting
Exclusive seminar packages
Consumer-focused and personalized communications
Customized seminar and consumer materials made to order
Personalized Website Builder
Boost your web presence for less time and money with a professionally designed, easy-to-maintain website. You’ll have compliance-reviewed, automated marketing content and tools for your website, emails and social media pages — all at your fingertips.
Show off your financial knowledge to a room full of qualified prospects with our diverse range of seminar packages. We do the work for you so you can concentrate on connecting with your future clients in person.
Seminar Topics Available
- Retirement Questions Answered
- Retirement Purse Strings
- Tax-Free Income in Retirement - Coming Soon!
CPA Alliance Program
One of our most successful and longest running programs!
Our dynamic trainer will conduct a 4-hour CPE credit program for CPAs in your area centered on the annuities and life insurance products you offer. Nearly half the CPAs who attend each course express a desire to purchase a product for themselves. The program is so effective, it could pay for itself with just one sale! We’ll help you fill the seats and hand over the referrals as soon as the course is complete.
Automate My Appointments
Automated email campaigns help you stay in front of prospective clients. Emails are sent immediately through your customizable Customer Relationship Manager (CRM) when a user visits your website and attends a seminar. This program enables you to deliver timely messages to recipients based on their own interests and financial needs.
Client Retention Communications
Many agents we talk to say their clients typically have more assets than what are initially disclosed during the first meeting. If you aren’t actively communicating with your clients on a regular basis—they may forget about you and take their additional assets somewhere else. Stay connected with your clients and be their go-to financial professional with our turnkey, client retention, direct mail communications personalized for your business.
WOMAN (Women’s Mentoring Agent Network)
A mainstay in the industry for nearly 15 years, WOMAN encourages idea sharing and best business practices between all financial professionals through a series of live events.
- Quarterly webinars for all agents focused on selling and marketing your business to female clients
- Annual forum and retreat for women only
- Additional best business practices from many top producing financial professionals throughout the country
Some marketing programs may require the qualifier be issued IRS Form 1099 for 2017 and responsible for all taxes.