Author: brad

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[NEW] Lead Generation Campaign | Medicare (2021 Annual Enrollment)

Do you want to connect with prospects who need Medicare planning help? 

This campaign is for you.

Health care is likely to be the biggest unknown expense that people face in retirement.

Fortunately, Medicare is there to help people manage these costs. But only if they make the right choices at the right time.

Cut through the noise and attract fresh prospects with a campaign that offers the free guide: 

The Simple 3-Step Medicare Guide:
When, Why, and How to Choose a Plan That’s Right for You

Continue reading [NEW] Lead Generation Campaign | Medicare (2021 Annual Enrollment)

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[NEW] Prospect Engagement Campaign | 401(k) Rollover

For many people, their employer plan is their most valuable retirement asset.

Yet many leave the fate of their plan in the hands of employers who don’t have their unique needs in mind.

This can lead to surprise financial explosions down the road.

That’s why we launched our latest 401(k) Rollover Prospect Engagement Campaign.

It’s designed to be a follow-up campaign to our 401(k) Rollover Planning Lead Generation Campaign.

This campaign will help you continue the conversation with prospects by bringing them deeper into the awareness funnel. The emails will position you as the right source for help.

Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

 

More about this campaign:

Continue reading [NEW] Prospect Engagement Campaign | 401(k) Rollover

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[NEW] Single-Topic Email | Storms Ahead?

The stock market got a little crazy this week.

Is a storm coming?

Let’s take a look at what’s driving markets right now.

  • Fears of a financial crisis in China.
  • Worries the Federal Reserve will start tapering soon.
  • Concerns about COVID-19 case numbers.
  • And so much more…

However, that doesn’t mean your contacts should panic and rush for the exits.

Pullbacks, corrections, and downturns don’t last forever.

Help them stay level-headed with our latest timely email, Storms Ahead?

It puts these economic shifts and fears into perspective and reminds them to focus on long-term investment strategies that work.

Continue reading [NEW] Single-Topic Email | Storms Ahead?