AN INNOVATIVE TURN-KEY CONTENT MARKETING PLATFORM

image1

Designed For The Independent Financial Services Professional

IDENTIFY

image2

Identify Demographics & Database

  • Age & DOB
  • Gender
  • Location
  • Occupation

ENGAGE

image4

Engage through the E-message deployment system and the utilization of Contact Relationship Management Software (CRM), Professional Website, Landing Page(s) and Social Media content designed to promote financial services speciality and professionalism.


DEMO WEBSITE

DEMO LANDING PAGE

DEMO CRM SOFTWARE

DEMO E-MESSAGE DEPLOYMENT

DEMO NEWSLETTER (TBD)

CULTIVATE

image5

Cultivate brand Identity, purposeful content and consistent messages that resonate and provide prospects and client with relevant, up-to-date resourced information they need and want; 

on their terms.


SEE DEMO CONTENT

Crisis  & Longevity Planning

Asset Preservation Planning

Medicare Planning

Retirement & Income Planning

RMD - Required Minimum Distribution

QLAC – Qualified Longevity Annuity Contract

Disability Planning

Foreign National Planning

Life Insurance and Final Expense Planning

Estate Planning

Long-Term Care Planning

LTC-Women's Issue

LTC-Men's Issue

Boomer Care Issue-Caring for agent parents

Etc.

CONVERT

image6

Fill your pipeline and start your turn-key marketing with innovative marketing, targeted messaging and informative content, and, you too can convert more prospects into long lasting, loyal clientele.

Contact Us Today