Do you want to connect with prospects who are under 45 and interested in investing? This campaign is for you.
Category:Prospect Engagement (2)
Engage prospects who are interested in Tax Planning before the laws change!
Engage prospects who are interested in Medicare Planning! This time-sensitive special edition is updated with timely hooks around Annual Enrollment...
[NEW] Prospect Engagement Campaign | 401(k) Rollover
For many people, their employer plan is their most valuable retirement asset.
Prospects sometimes go cold.
401(k)s are the cornerstone of retirement savings.
We probably sound like a broken record, but email is king when it comes to marketing.
[NEW] Prospect Engagement Campaign | Asset-Map
This email-based campaign is an enhancement to our Asset-Map Lead Generation campaign.
[NEW] Prospect Engagement Campaign | Estate Planning
The SECURE Act blew a hole through several common estate planning tools.