Category: Campaign Releases (19)

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[NEW] Lead Generation Campaign | Hidden Tax Opportunities (That Are Likely to Expire)

Do you want to connect with prospects who want to take advantage of the current tax laws before they expire? This campaign is for you.

[NEW] Email Communication – Fall Seasonal Email Card

In this season of thanksgiving and blessings, use this responsive email card to offer clients and prospects your gratitude and appreciation.

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[NEW] Personal Connection Video – Gratitude

It has never been so easy to get started with video marketing.

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[NEW] Single-Topic Email | Grateful Living

Use this simple email to offer clients and prospects your perspective on the practice of gratitude.

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[NEW] Visual Insights Newsletter | Financial Literacy Quiz

How financially literate are your clients and prospects – really?

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[NEW] Single-Topic Email | Labor Market Tumult

America is going through a pretty major reconfiguration of the labor market.

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[NEW] Lead Generation Campaign | Sudden Wealth (Windfalls & Inheritances)

Do you want to connect with prospects who have received a windfall or inheritance? This campaign is for you.

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[NEW] Personal Connection Video | Tax Law Surprise

Congress recently released a blueprint of the tax changes they plan to make.

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[NEW] Social Prospecting Campaign | Medicare Annual Enrollment 2021

It’s that time of year again!

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[NEW] Market Update Campaign | Q3 2021 Financial Update

Look like the pro you are and give your savvy clients and prospects a 5-minute snapshot of the last quarter!This quarterly campaign is designed to...