Category:Prospect Engagement (2)

Highlight the benefits of tax planning with this email-based campaign that educates, informs, and engages prospects on your list. "Will I likely be...

Do you want to connect with government employees who will be retiring? This campaign is for you. Retirement is an exciting time, but for government...

Do you want to connect with prospects who are under 45 and interested in investing? This campaign is for you.

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...

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.