PMP 187: Marketing in 2021
New Marketing Programs/Software:
- RIS Wealth Calculator: Demo Video
- Estate Planning Navigator: Demo Video
- Retirement Blueprint: Demo Video
- Marketing Automation/Drip (LeadJig): Download PDF
- BombBomb Videos: Overview and Video Scripts
New Commissioned Reports:
New Digital Campaigns:
- SS Maximization Report: Digital Ads – Landing Page
- Retirement Readiness Quiz: Digital Ads – Landing Page
- Retirement Survival Kit: Digital Ads – Landing Page
Webinar Topics:
- Social Security: PowerPoint – Script – Video
- RMDs: PowerPoint – Script – Video
- Estate Planning: PowerPoint – Script – Video
- Investing for Income & Retirement Mistakes to Avoid: PowerPoint – Script – Video
- Prepare & Protect Your Finances: PowerPoint – Script – Client/Referral Webinar or Dinner
- Woman and Finance: PowerPoint
- Taxes and Fees in Retirement: PowerPoint
Workshops:
New Workshop Mailers:
- Social Security: Postcard Mailer
- RMDs: Wedding Style Mailer
- Estate Planning: Wedding Style Mailer
- RETIREMENT INCOME STOR-E!: 2-Day Adult Education Class: *Mailer Coming Soon!*
Workshop Topics:
- Social Security: PowerPoint – Script – Video
- RMDs: PowerPoint – Script – Video
- Estate Planning: PowerPoint – Script – Video
- Return on Principal: 2-Day Adult Education Class: PowerPoint – Workbook
- RETIREMENT INCOME STOR-E!: *Coming Soon!*
Recent Posts
We guarantee that any advisor accepted into Advisors’ Academy will increase their business by at least 33% over a 12-month period, or we will pay them up to 1% additional compensation on any business they write with us. *Certain conditions and restrictions apply
